Current plan and licenses

Review the current plan, renewal and licensed CRM user quantity.

Review the current plan

Open Account Settings → Billing → Current Plan. The summary shows licensed and active CRM users, renewal date, renewal estimate before applicable taxes and billing cycle. Select Change plan or Compare plans to inspect alternatives.

Renew

1. Under Renew current plan, select Review renewal.
2. Review the proposed term, quantity, amount, taxes and conditions on the next screen before completing any transaction.

The page warns that renewing with more than 15 days remaining may reset unused validity. Confirm the current conditions before proceeding.

Change the license quantity

1. Under Manage CRM licenses, enter the desired total, not the number to add.
2. Select Review change and check the proposed charges and effective terms before completing the change.

The page states increases are charged pro rata for the remaining term; a quantity below the current licensed total starts a support-assisted reduction request. Review screens and transactions have not been tested.

Detailed procedures

• Manage a recurring CRM subscription
• Payment events and reconciliation
• Renew or change CRM licenses
• Wallet and subscription payment status