Set plans to geographic areas


#1

We are segmenting our offerings based on geographic area (as you all know it’s harder to get to some places than it is to others). Is there an easy way to limit offerings to geographic areas?


#2

We started doing it with groups. Certain plans then show up based on the group that the client is in. It would be better if we could manage by addresses, but this works.

We also are able to send notices based on those groups.