Follow these steps to change your subscription plan:
- Log in to the CRM account.
- Click the User Menu in the top right corner of the page.
- Click the Billing button. The Subscriptions details tab opens.
- Click Change Plan to see the following details:
- The number of days left in your trial account.
- The current plan you are using.
- Monthly or Annual subscription.
- Different editions and their pricing.
- Select the app and the edition to which you want to subscribe.
- Click the Choose Plan button.
- Click the Activate Subscription button to subscribe to the edition of your choice.
Downgrading may require disabling features that exceed the new edition's limits, which can be managed in CRM Settings.