![](https://img.zohostatic.com/zde/static/images/info.png)
Check for Options/Additions on the existing plan. Reference procedure below.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/caution.png)
Reminder: California customers are to be transferred to the CA Retention group at Ext. 69205.
Change Plan Process
- From the Menu Options icon, select the Change Plan tab.
![](https://desk.zoho.com/galleryDocuments/edbsn9d9b59f6189670d29a97fc2bef8a02de3896fc10bfec471ec1492077249207dfb95b84b836e1f72d2fa15ece24c3185e?inline=true)
- To view the current plans for the area, click on the Available Plans down arrow.
- Select the desired plan.
![](https://desk.zoho.com/galleryDocuments/edbsn08a861bef85dba0db920e50208366efe71104ac831e27414a2e10303308d72a917acecd70f926e25acadaf1a1e47ac6b?inline=true)
Sam's Change of Plan
Down-tier plans are available anytime during the year.
Sears Change of Plan
![](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png)
Upgrades are available up to 60 days from enrollment, 30 days before and 30 days after the renewal effective date.
- Select change of plan.
- Select the cell code tab.
- Select the proper plan change - Will Renew into P3
![](https://desk.zoho.com/galleryDocuments/edbsn6a7d2106cfa2a99ab93e58806bf823f7ce0d5470c3c0d9c7657ee9f6a124d17b418b4adf2b3e6cceac649962e7d1238f?inline=true)
- Click Ok, and Tab.
![](https://img.zohostatic.com/zde/static/images/info.png)
If the wrong plan generates and/or an error occurs, contact a supervisor and/or create a JIRA ticket.
Adding Options/Additions Process
When a change of plan occurs, options/additions will be dropped.
Change Plan with Existing Options/Additions
- Once the plan renews, we must SAVE and EXIT, and Refresh (go back in).
- When agents are selling a down-sell product, view options/additions to see if they are eligible for the plan change.
- Figure out whether the options/additions have been paid for in full, or in installments.
- Contact a supervisor and/or create a Jira:
- In the Subject field, enter the contract number.
- In the Description field enter plan change performed, options/additions drop. List the options and additions and state whether they have been paid in full or in installments.
Change Plan WITHOUT existing Options/Additions
- If Options/Additions are not added to the existing plan and the customer chooses to add options/additions to the new plan change:
- Options/Additions must be paid in full for the first year of the plan change. Once the plan is renewed it can be billed in installments.
- Contact a supervisor and/or create Jira Ticket to add options.
- In the Subject field enter the contract number.
- In the Description field document, the options/additions have been paid for.