How to update Credit Card Information

Note: Only the primary administrator of the account can access or update credit card information.

1. From the Home screen, navigate to the upper right-hand corner of your CRM display and click on the Settings icon.

2.  On Settings page scroll to the bottom of the list and click on Billing and Invoice Details under Subscription.

3.  Click on the Edit icon in the Billing Information section to edit your credit card or billing information.

Note: To enter your new credit card number, start typing in the new number ( it will automatically remove the old number)

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