Custom Coverage allows you to define States, Counties, and Zip codes where you operate specifically for selected clients. This ensures orders are assigned accurately based on where you provide services.
To add a custom coverage area, follow the steps mentioned below:
Please click on the link below to log into the ValueLink Connect system: https://app.connectvl.com/#/signin
From the Dashboard, click on your name on the top right side of the screen to display the dropdown menu. From the dropdown menu, click on Profile Settings to get to your profile.
On your profile, scroll down to the Coverage Area Section and click on Update.
This will open up the Coverage Area section.
Add Custom Coverage
To set a client-specific coverage area, click Custom Coverage.
A modal like this will open up.
Here you can
- Add the Custom Coverage Name
- Select the Client(s) this custom coverage applies to by choosing from the client list.
After that, click Add State to begin adding states, counties, and zip codes to your custom coverage.
Select a State from the list to add to your custom coverage.
For the selected state, add counties.
If you want to refine coverage within a county,
- Select the county you want to update
- A list of Zip codes will appear
- Deselect any Zip codes you want to exclude from your coverage
Similarly, you can add more states to your custom coverage by clicking on "Add State." Follow the steps above to add as many states and their counties as needed.
Once done, click Add Coverage to save the custom coverage.
The new custom coverage will now appear under a new tab by the name you set for that coverage.
Right underneath the tab, you will find the clients to whom this custom coverage applies.
You can add more states to your custom coverage by clicking on the "Add State" button and following the steps above.
Editing Existing State, County, or Zip Coverage
If you need to make changes to any state, county, or zip code:
- Click Edit next to the state you need to make changes to
- Update counties or ZIP codes as needed
- Click Update State to save your changes
Delete A State from Custom Coverage
To delete a state from custom coverage, click the delete icon next to the state you want to remove, and click Delete to confirm deletion.
The state will be removed from the custom coverage.
Manage Clients in Custom Coverage
You may add more clients by clicking Add Client and selecting the client from the client list.
Remove a Client from Custom Coverage
To remove a client, click the cross (x) next to the client's name and click Remove Client.
Once a client is removed from custom coverage, your default coverage area will immediately apply to that client.
Deleting a Custom Coverage Area
If you no longer need a custom coverage area and want to delete it, first remove all the clients added to the custom coverage by clicking on the cross (x) next to the clients' names.
Once done, you will see a Delete Coverage Button visible. Click on Delete Coverage to permanently remove the custom table.
The custom coverage will be successfully removed and will no longer be visible on the Coverage Area Page. All the clients who were part of that custom coverage will immediately fall into your default coverage area.
This is how you can add/edit custom coverage for specific clients.
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