Users can add vehicle information on Leads, Quotes and Orders by importing VINs instead of typing in Make and Model information. To do this users will click on "Import VIN" button on the Vehicles Tab: In the dialog box user will enter up to 50 VINs ...
To enable this feature please navigate to Setup - System Settings - Quotes - Start Email Campaign On Manual Quotes When this feature is enabled it tells BATS to scan all of the company's Quotes that were created manually by an agent in the period ...
In some organizations business owners want to review the auto-generated price before the email is sent to the customer. To set up this workflow please follow these steps: Go to Setup > System Settings > click on your company name Uncheck this ...
Release date: 9/10/19 Users of BATS CRM system now have an option to enter Origin and/or Destination on new Quotes and Orders by auto-complete fields that are searchable by City Name or by Zip Code. Simply enter first few numbers or letters and BATS ...
If you would like to send a mass email on Quotes please follow these steps: Go to My Quotes page Click on "My Quotes" submenu, then click "Multi Selection" Select the Quotes that you want to send the email to Click "Send Email" button Select the ...
Sales email campaigns make it easy to execute the email marketing strategy for your company. In some cases, the marketing message to a customer may need to change based on information gathered during the sales cycle. BATS makes it easy to switch to ...
Sometimes you will notice that your Quote is showing an unusually high numbers in the Email Event Summary section as shown in the screenshot below: This screenshot is showing that 2 emails were sent to the customer, but it is showing 486 "open" ...