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How to Cancel Your Prospecting Tool Subscription in-app

We’ve introduced a new feature that allows you to cancel your Prospecting Tool subscription directly from the app. Here’s a step-by-step guide to help…

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  1. Steps to Cancel Your Subscription:
  2. What Happens After You Cancel:
  3. Why This Update Matters:

We’ve introduced a new feature that allows you to cancel your Prospecting Tool subscription directly from the app. Here’s a step-by-step guide to help you through the process.

Steps to Cancel Your Subscription:

  1. Go to the Prospecting Tab:

    • Log in to your Agency Account.

    • Navigate to the Prospecting Tab in the left-hand menu.

      Step 2 of 2: Navigate to the Prospecting Tab in the left-hand menu What this shows Step 2 of 2: Navigate to the Prospecting Tab in the left-hand menu. What this shows Shows where to go for step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". This screenshot accompanies step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". At this point in the walkthrough you navigate to the Prospecting Tab in the left-hand menu. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 1 of 5 Where to goNavigate to the Prospecting Tab in the left-hand menu.
      Fields in this part of the guide Access Settings:Unsubscribe:Confirmation:
      Buttons and menus referenced Prospecting TabSettingsUnsubscribe
      All 2 steps in this procedure
      1. Log in to your Agency Account.
      2. Navigate to the Prospecting Tab in the left-hand menu. this image
  2. Access Settings:

    • Once in the Prospecting Tab, click on Settings located in the top-right corner.

      Step 1 of 1: Once in the Prospecting Tab, click on Settings located in the… What this shows Step 1 of 1: Once in the Prospecting Tab, click on Settings located in the top-right corner. What this shows Shows what to click for step 1 of 1 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". This screenshot accompanies step 1 of 1 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". At this point in the walkthrough you once in the Prospecting Tab, click on Settings located in the top-right corner. This part of the guide covers 3 fields, listed below. Step 1 of 1Image 2 of 5 What to clickOnce in the Prospecting Tab, click on Settings located in the top-right corner.
      Fields in this part of the guide Access Settings:Unsubscribe:Confirmation:
      Buttons and menus referenced SettingsProspecting TabUnsubscribe
  3. Unsubscribe:

    • In the Settings menu, click the Unsubscribe button.

    • Follow the quick 3-step cancellation flow to confirm your cancellation.

      Step 2 of 2: Follow the quick 3-step cancellation flow to confirm your cancellation What this shows Step 2 of 2: Follow the quick 3-step cancellation flow to confirm your cancellation. What this shows Shows how to confirm for step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". This screenshot accompanies step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". At this point in the walkthrough you follow the quick 3-step cancellation flow to confirm your cancellation. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 3 of 5 How to confirmFollow the quick 3-step cancellation flow to confirm your cancellation.
      Fields in this part of the guide Access Settings:Unsubscribe:Confirmation:
      Buttons and menus referenced Prospecting TabSettingsUnsubscribe
      All 2 steps in this procedure
      1. In the Settings menu, click the Unsubscribe button.
      2. Follow the quick 3-step cancellation flow to confirm your cancellation. this image
      Step 2 of 2: Follow the quick 3-step cancellation flow to confirm your cancellation What this shows Step 2 of 2: Follow the quick 3-step cancellation flow to confirm your cancellation. What this shows Shows how to confirm for step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". This screenshot accompanies step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". At this point in the walkthrough you follow the quick 3-step cancellation flow to confirm your cancellation. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 4 of 5 How to confirmFollow the quick 3-step cancellation flow to confirm your cancellation.
      Fields in this part of the guide Access Settings:Unsubscribe:Confirmation:
      Buttons and menus referenced Prospecting TabSettingsUnsubscribe
      All 2 steps in this procedure
      1. In the Settings menu, click the Unsubscribe button.
      2. Follow the quick 3-step cancellation flow to confirm your cancellation. this image

      Step 2 of 2: Follow the quick 3-step cancellation flow to confirm your cancellation What this shows Step 2 of 2: Follow the quick 3-step cancellation flow to confirm your cancellation. What this shows Shows how to confirm for step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". This screenshot accompanies step 2 of 2 in the "Steps to Cancel Your Subscription:" section of "How to Cancel Your Prospecting Tool Subscription in-app". At this point in the walkthrough you follow the quick 3-step cancellation flow to confirm your cancellation. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 5 of 5 How to confirmFollow the quick 3-step cancellation flow to confirm your cancellation.
      Fields in this part of the guide Access Settings:Unsubscribe:Confirmation:
      Buttons and menus referenced Prospecting TabSettingsUnsubscribe
      All 2 steps in this procedure
      1. In the Settings menu, click the Unsubscribe button.
      2. Follow the quick 3-step cancellation flow to confirm your cancellation. this image
  4. Confirmation:

    • After completing the steps, you’ll see a confirmation message indicating that your subscription has been canceled successfully.


What Happens After You Cancel:

  • Your access to the Premium Prospecting Tool will be removed immediately

  • However, All saved data and reports will remain accessible.

  • You can continue to generate free reports.


Why This Update Matters:

  • Convenience: Cancel your subscription directly within the app without needing to contact support.

  • Transparency: Get clear information about the cancellation terms and data retention policies.

  • Control: Manage your subscription easily and efficiently.

For any additional assistance, please reach out to our support team. We’re here to help!

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