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Billing, security, and support

How to think about plans and billing

This section covers the support topics that non-technical users ask most often when operating a CRM at team level.

Billing should be reviewed by an organization owner or administrator, not by every user. Teams should confirm what channels, features, and mailbox limits are needed before changing plan decisions.

When users ask whether something changed in the product, the first place to look should be the release notes page. When users ask how to use a feature, the help center should be the first destination.