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.
Step-by-Step: How to Remove a Seat License
- Click on Settings.
- Select the Billing tab.
- Click "Update Your Subscription".
- Update your License Count.
- Click on "Continue to Add-ons".
- Proceed to "Continue to Payment Details".
- 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
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Unused seat licenses = extra charges.
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Only admins can adjust seat licenses.
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Make changes before your renewal date.