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Removing a License

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Maria Herrell
Updated 2 weeks ago
​​​​​Need to free a seat or cut costs? Removing a seat license in Pipeline CRM is quick—just follow these steps before renewal to avoid charges.
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Step-by-Step: How to Remove a Seat License
  1. Click on Settings.
  2. Select the Billing tab.
  3. Click "Update Your Subscription".
  4. Update your License Count.
  5.  Click on "Continue to Add-ons".
  6. Proceed to "Continue to Payment Details".
  7. Add your payment method and select "Pay Now".
Note:
All changes must be made before your renewal date to be reflected on your next payment. Unused seat licenses will continue to be charged until removed.

Key Takeaways
  • Unused seat licenses = extra charges.
  • Only admins can adjust seat licenses.
  • Make changes before your renewal date.
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