Overview 

A location holds the details of a place your team works with—contact information, address, map coordinates, category, tags, state, and the main customer it belongs to. Creating a location makes it available for visits, tasks, plans, and reporting. You enter all of the location’s details on a single form and save. Setting the coordinates, category, tags, and state accurately at creation time pays off later, because those fields drive map views and location-based access rules.

Before You Start 

You need access to the Location page and permission to add locations. Have the location’s details ready—name, contact, address, and coordinates—and make sure the location category, tag, state, and main customer you want to assign already exist. If any are missing, set them up under Location State, Category & Tag first.

How to Create a New Location

1. Click Location in the left navigation menu to open the Location page.

2. Click the plus (+) icon to add a new location.

3. Fill in the location name and email address.

4. Enter the store code, phone number, and website address. 

5. Enter the store address, state, and country. 

6. Provide the latitude and longitude for the store location. 

7. Select the relevant Location Category from the list.

8. Select the city from the list. 

9. Assign a Location Tag from the list.

10. Choose the Location State that applies.

11. Select the Main Customer associated with this store. 

12. When all details are entered, click Save. 

Tips and Things to Know

• Accurate latitude and longitude place the location correctly on the map and help route optimization.

• Category, tag, and state drive grouping and location-based user access, so set them thoughtfully.

• If a category, tag, or state is missing, create it under Location State, Category & Tag first.

• The main customer ties the location to the right top-level account.

Frequently Asked Questions