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This guide explains how to manage your subscription plan, update your payment method, and access your invoices.

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Managing Your Subscription

  1. Navigate to Settings: Go to Settings > Subscription & Billing.
  2. Here you will see:
    • Your Current Plan: The details of your active subscription.
    • Usage Quotas: How much of your monthly or annual quota you’ve used (e.g., number of leads, seats).

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Upgrading or Downgrading

  • Click the “Change Plan” button to see all available plans.
  • Select the plan you want to switch to and confirm the changes.
  • Prorated charges or credits will be calculated automatically.

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Updating Your Payment Method

  • In the Billing section, you can securely update your credit card information.
  • We partner with Stripe for all payment processing, so your details are never stored on our servers.

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Viewing Invoices

  • You can view and download all your past invoices for your records from the Invoice History table.