Billing Management

To access the billing screen click Admin > Billing (account owners only). Update Credit Card Click "Update credit card" then enter your credit card number, expiry date and CVC number. Your card is securely stored with our payment processor. Changing Plan To change your plan, navigate to Admin > Billing > select Change Plan > select the n...

Changing Your Subscription Plan

How To Change Your Subscription Plan Go To Admin > Billing > Click Change Plan Click the plan you would like to move to and click Change Plan. A box will appear to have you confirm the change. *Please note that if it does not allow you to downgrade your plan, it means you need to  delete agents  from your plan to meet the user limit for the ne...

Cancel Your Account

The owner of the account has the ability to cancel their account at any time. Once "Cancel subscription" has been selected, the account will be canceled immediately.  Export First Before canceling your account, we recommend exporting your contacts. Follow these step by step instructions on how to export your contacts.  Lead Flow Archiving  When leav...