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Account Management

Managing Billing and Subscriptions

Last updated: July 18, 2026
Keep your sales operations running smoothly by managing your subscription details. ### 1. Viewing Active Plan Go to **Settings > Billing**: - View lead limits and team seat usage. - Toggle between monthly and annual billing. ### 2. Upgrading Seats If you exceed your lead capacity: - Upgrades apply instantly. - Unused portions of your current plan are prorated. ### 3. Accessing Tax Invoices Download monthly invoices with tax details for accounting purposes under invoice settings.

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