Account Management
BATS Environment Setup Checklist
To ensure a smooth onboarding and optimal use of BATS CRM, follow this checklist to complete your environment setup. Each step is critical for proper system functionality, automation, and integration. Must-Have Setup Steps Complete all of the ...
How To Close Your BATS CRM Account
Account closure requests must be submitted in writing via our Help Desk. Please create a ticket using this link. When creating your ticket, make sure to clearly state your request to close the account. The request must originate from the primary ...
How Does Billing for BATS Subscription Work?
Subscription to BATS software is a monthly subscription that is renewed automatically at the beginning of each billing cycle. This is commonly referred to as a “Month To Month” agreement. Both parties can cancel this agreement at any time by written ...