Upgrading Your Account Plan

Account administrators can review plan features or change plans from the Subscription section of the Account Settings page.

Reviewing Your Current Plan

1. Navigate to Settings → Account Settings.
2. Your current plan and pricing will be shown in the Current Plan section at the top of the page. Click (change) next to your current plan name or click subscription in the left-hand navigation to scroll down to the Subscription section. Click Change Plan... to navigate to the plan comparison page.
3. This page will display a list of features by type compared across available plans. A green checkmark () indicates which features are available on each plan.

Upgrading Plans

Follow the steps above to navigate to the plan comparison page.

Be sure to carefully review your account's current setup and the features available on the plan you wish to switch to. 

1. Review the available plans and features. Click Select Yearly Plan, Select 2 Year Plan, or Select Monthly Plan next to the plan name you wish to change.
   • Note: If you have an annual subscription, you can upgrade to a new annual plan by following these steps. 
2. A confirmation window will appear with the details of changing your account. Review the information and click OK to accept.
3. Your account will be instantly converted to the plan type you selected. The monthly fee for your new plan will be applied to your primary credit card, and any unused time from the previous plan will be added to your available balance on a prorated scale based on the 30-day subscription.

Note: If you upgrade from a legacy plan to the Sales Engage plan and have more than 25 sub-accounts, you will be charged for sub-account packs needed when going to a new plan.

To downgrade your plan, see this article for more information.