Before You Begin
Billing Permissions: Ensure your user role has permission to access billing and preference settings.
Payment Details: Have your new credit card or bank account information ready before starting the process.
1. Access Your CRM Login Instance: Begin by navigating to your CRM instance's dedicated login page. Securely enter your username and password to access your main account dashboard.
2. Navigate to Settings: Once logged in, locate the left-hand navigation panel which displays your available modules. Click on the Settings (gear icon) to access the configuration area.
3. Select CRM Settings: Within the Settings menu, you will find various administrative sub-options. Identify and click on CRM Settings to proceed to the core system configurations.
4. Access My Preferences: On the right-hand panel, a new set of options will appear related to your specific user profile. Click on My Preferences to view and manage your personal account settings.
5. Choose My Billing Account: From the preferences menu, look for the financial section and select the option labeled My Billing Account. This will direct you to your financial summary and subscription details.
6. Initiate Payment Method Modification: Within your billing account dashboard, locate and click on Payment Methods. This action will refresh the interface, allowing you to view existing details or prepare to add new ones.
7. Add New Payment Details: To finalize the update, click the Add New button. Follow the on-screen prompts to accurately provide the required information (such as credit card number, expiration date, and CVV). Once the information is entered, confirm the addition to set it as your new primary payment method.
Verification / Expected Result
Once you have saved the new details, the Payment Methods screen should display the updated card or account information. You may also receive an automated email confirmation or see a "Success" notification in the top-right corner of the CRM.
Troubleshooting / Common Errors
Declined Transaction: If the new card is rejected, double-check that the billing zip code matches the address on file with your bank.
Missing "My Billing Account" Option: If this option is not visible, your user role may not have the necessary billing permissions. Contact your System Administrator to request access.
Invalid Card Format: Ensure there are no spaces or dashes when entering the credit card number unless specified by the form.