An account in Badger is a pair of a name and an address you save into your accounts tab. Each line in this tab is considered one account. These accounts can be names of companies, contact names, customers, prospects or any place you would like to save in your map. Saved accounts ensure that you’ll never lose track of a lead or customer.
If you would like to add just one or a few accounts and you have the name and address of the account ready, you can add it through the Accounts tab. This is a quick way of adding one or a few accounts at a time.
If you know the approximate location of an account, or if the account does not have an address - dropping a pin is the best way of saving that lead or customer’s information.
If you already have a customer list ready, these are the best ways of getting your data imported into your map.
The Badger Team is here to help you! Send us your spreadsheet and in 24 hours your account will be ready to go!
Using the email associated with your Badger account, email your spreadsheet to firstname.lastname@example.org and one of our Data Specialists import your data.
Let us handle the hassle of data so you can continue selling!
To edit and add information to your accounts:
You can also edit the address in this tab, add notes, check-in and view check-in history from this window. You’ll always be kept up-to-date on your account’s information and will be able to get a refresher on your contact before your meeting starts.
You’ll receive an email with a link to download your data, the link will expire in an hour to protect your data privacy.
You’ll always have uniformly-formatted and updated data at your fingertips to build sales reports in minutes.
If you’re on the basic plan (no longer available), send us an email at email@example.com to receive an export of your data.
If you’d like to start fresh again and reset your account to factory settings (this means to completely wipe clean your account):
We ask you to type the confirmation code just in case you clicked on it by accident. Please note that resetting your account this way is a destructive action!
If you’re having issues with duplicate accounts, send our support team an email at firstname.lastname@example.org to remove duplicates. Our data experts will work with you to get your data the way you want it.
You can look up new prospects with the Places tool (read more about the Places tool here) and add them to your accounts list. This is the ideal for when you’re looking for new leads around existing customers or existing sales appointments.
For example, if you’re in the dental equipment industry and you already have appointments to meet dentists in your territory, you can use the Places tool to search for orthodontists also in that area. Add interesting leads to your accounts list to be able to take notes and record check-ins. This means that you’ll never lose track of this lead and be able to add them to your routes whenever you want.
You can use the Lasso tool (read more about the Lasso tool here) to update the values of multiple accounts at once.
The video below shows you more about editing accounts in the WebApp.
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