This process is fairly fluid. If you clicked on "Get It Now" from the AppExchange, and installed our App to your Production Environment, your Trial automatically evolves into a Subscription (on the day of your Trial Expiration). There's nothing you need to do. 

If you initially installed our App to your Sandbox, then simply return to the AppExchange click on our App, then  click on "Get It Now" https://appexchange.salesforce.com/results?keywords=CRMGuidance


At any time in the future, if you need to make any changes to your Accounts, such as changing the credit card details, or even cancel, here is what you do:

  • Go to AppExchange.Salesforce.com
  • Log-in (using your standard Salesforce credentials)
  • Click on the drop-down menu next to the smiley face in the upper right navigation
  • Scroll down to "My Accounts"
  • Go to our App 
  • Click on Manage Subscription