Managing Contact Limits for SaaS Sub-Accounts

In a SaaS environment, you have the ability to manage the number of contacts that can be added to your sub-accounts. While there is a limit you can set, it's important to note that this limit is more of a guideline rather than an absolute restriction. Sub-account users can still exceed the limit, but they will receive a notification prompting them to upgrade their plan once the limit is reached. Why Establish a Contact Limit? Implementing a contact limit within your CRM is a strategic approach that allows you to efficiently manage contacts, control operational costs, and ensure the integrity of your customer and lead data. This practice helps align your CRM usage with your business goals and aids in making more informed decisions regarding your subscription plan. Setting Contact Limits for SaaS Plans Step 1: Access the SaaS configurator and choose 'Edit Details' for the specific plan where you intend to set a contact limit. Step 2: Navigate to the 'Usage Limits' tab to locate the 'Contact Limit' setting. Step 3: By default, there is no contact limit (unlimited contacts). To set a limit, enable the 'Contact Limit' toggle and specify the desired limit for this plan. Step 4: Save your changes. The contact limit is now established for this plan and will apply to any new sub-accounts created under or upgraded to this plan. Modifying Contact Limits for Individual Sub-Accounts Step 1: Go to the Sub-accounts page at the agency level and choose the sub-account where you want to adjust the contact limit. Step 2: On the 'Manage Client' page, find the 'Usage Limits' section, where you can modify the contact limits. Step 3: Adjust the limit as needed and click 'Save.' Keep in mind that the contact limit set on the 'Manage Client' page for a specific sub-account overrides the limit established by the subscribed plan for that sub-account. If the sub-account upgrades their plan, the limit will automatically adjust according to the new plan.