How to Change a SaaS Plan's Category and Level

Changing a SaaS Plan's Category and Level

This article explains how to reorganize your CRM's SaaS plans by modifying their category assignment or hierarchical level within the system.

Step 1: Access the Plan Editor

Navigate to the SaaS Configurator section and select Plans. From the list of available plans, choose the specific plan you wish to edit.

Step 2: Modify Category and Level Settings

Within the plan's settings, locate the Category Settings area and click the Edit button.

• To assign a new category: Use the dropdown menu to select a different category. Only categories that use the same currency as the plan will be available for selection.
• To change the plan level: Adjust the plan's position within the hierarchy of its current (or newly selected) category to define its level relative to other plans.

Confirm your new category and level selections.

Step 3: Save and Review the Changes

Save your changes. After saving, review the plan's new placement. The moved plan will inherit features from any plans below it in the new hierarchy, while plans above it in the hierarchy will inherit the features of the moved plan.

Important Considerations

• This change does not automatically update the plans of existing customers. Their current plans remain active, but the available upgrade and downgrade paths will reflect the new hierarchy.
• Be mindful of the feature inheritance: Moving a plan affects which features it receives and which features it provides to other plans.
• Use this functionality carefully, as it can impact your overall pricing and product positioning strategy.