How do I modify my plan?

You can modify your plan in Zoho SalesIQ at any time, including during your free trial. You have the option to upgrade, downgrade, or add operators as needed. Zoho SalesIQ is designed to be adaptable, so you can make changes according to your changing requirements.

Upgrading your plan

To upgrade your plan in Zoho SalesIQ, open the dashboard and click on your profile picture. A profile drawer will appear on the side, showing the details of your current plan. Click on the Purchase option next to your current plan to upgrade.

Follow these steps to upgrade your plan:

1. You will be redirected to the ZStore page, where you can view all of your plan details. Click on the Change Plan option on the right-hand side under Manage Subscription.
   
   
2. Choose the plan to which you want to upgrade from the list, and click Upgrade.
   
   
3. Review your changes and, once done, click on Make Payment.
   
   
4. Once the payment is processed, you will receive a success message.
   
   

Downgrading Your Plan

To downgrade your plan in Zoho SalesIQ, open the dashboard and click on your profile picture. A profile drawer will appear on the side, showing the details of your current plan. Click on the Purchase option next to your current plan to access the upgrade and downgrade options.

Follow these steps to downgrade your plan:

1. Click Downgrade on your desired plan.
   
   
2. A confirmation pop-up will appear. Click Confirm to proceed.
   
   
3. In the feedback window, choose the reason for the downgrade. Once you're done, click on Submit.
   
   
4. The details of the downgrade will be shown in a new window. Click Downgrade to proceed.
   
   
5. Review the changes and click Confirm to complete the downgrade process.
   
   
6. Your plan has now been successfully downgraded.