How To Edit An Account (iPad)

Even after uploading your CRM information, Badger lets you make changes and updates to your accounts. To do so, go to Accounts in your Badger App.

Click on the account you want to edit. The Account Details will come up on the right hand side of the screen. Account details

At the top right hand corner, click on Edit. A window will come up with the primary fields (Name, Phone, and Address). You can fill in this information or update it at any time. You can fill in information for your preexisting Fields.

Edit account

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