Upgrade your plan and add users

This article describes how to upgrade your SalesforceIQ CRM plan or increase the number of users in your Organization. To see what SalesforceIQ CRM plan you're on, and how many users your Organization currently has, please follow the steps below.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Billing.
  3. On the Billing screen, refer to the Billing Details section.

Upgrade

To upgrade your SalesforceIQ CRM plan, please contact our Support team here.

Note: You need to be the Organization admin to upgrade your SalesforceIQ CRM plan. To learn how to tell if you're the Organization admin, see here.

Add users

To increase the number of users in your Organization, please contact our Support team here. Once the purchase is completed, you can invite individual users to your Organization.

Note: You need to be the Organization admin to add more users to your SalesforceIQ CRM plan. To learn how to tell if you're the Organization admin, see here.


Are you a Starter customer interested in learning more about the SalesforceIQ Growth plan features? If so, watch the video below!

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