Team Management: Change Plans for a Team Member
Note: The following steps do not apply to all Team subscriptions. Custom Teams purchased through Sales should please contact their Account Manager for assistance.
- Visit the Team Management Page on your Account
- Click 'Manage Team'
- Select the desired plan from the drop-down menu.
- Confirm your selection to complete the change.
- Purchase New Plan
Step 1: Visit the Team Management Page on your Account
Click your initials in the top right-hand corner of your page. Within the dropdown menu, select 'My Team'
The direct link to your Team Management Page is HERE
Step 2: Click Manage Team
Step 3: Click Change Plan
Below your team seats, you will see a button to 'Change Plan'
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Need Phone Results? If you want to upgrade to a plan with email and Phone credits, you will first need to toggle the 'Need Phone Results' above your team seats |
Step 4: Select the Desired Plan
Select the desired upgrade or downgrade plan for the team. Upgrading a team plan applies the change to all seats simultaneously, as all team seats must be on the same plan level.
| Important: All team seats must be on the same plan level. If you are upgrading or downgrading a team, every seat on the team must be updated to the same plan before checkout. Mixed plan levels within a team are not supported. |
Step 5: Click Purchase and Checkout
Once all team seat plans have been updated, you can now purchase the new plan by clicking 'Purchase Team Plan' at the bottom right:
Please be sure to fully complete the checkout, all the way to the confirmation of successful payment.
⚠️ When upgrading your team seats mid-credit cycle, each seat will receive prorated lookup credits based on when you make the change during the team's normal billing cycle. The charge will be reflected on the next billing invoice.
When Downgrading your team seats, the downgraded plan will take effect on your next billing invoice.