1. Overview

This article explains credit rollover & expiry policy and the Workspace information you can review before taking action.

Use your Dashboard to review current Credits and activity for the relevant Workspace.

2. Reviewing Credit Timing

The details shown may include:

• Available Credits for your account

• Recent Workspace activity

• Relevant usage information

Review the current information before you continue so you can plan your next steps.

3. Where to Find Current Details

Your Dashboard provides the information relevant to credit rollover & expiry policy.

Before you continue, check the details currently shown for your Workspace.

• Review the available usage information before you continue.

• Activity may relate to:

• Credits currently available

The work completed in your Workspace

4. Understanding Available Credits

Start from your Dashboard and select the relevant Workspace information.

Follow these general steps:

• 1. Open your Dashboard and select the relevant Workspace.

• 2. Review the current Credits and activity details.

Use the information shown there to decide your next step.

5. Planning Future Usage

The available usage details provide context for the selected activity.

• Review the current balance, activity, and Workspace information.

• Keep relevant usage details available for future planning.

Use the information displayed in your Dashboard rather than relying on assumptions.

6. Workspace Activity

Your Workspace can show information related to credit rollover & expiry policy.

• Depending on your account, review:

• Current Credits

• Recent Enrichments, Emails, or Exports

• Workspace activity details

Account status information

• Keeping these details current helps you plan future activity.

• Review the available usage information before you continue.

• Relevant usage and Workspace information

7. Keeping Records

Review activity regularly to keep your Credit planning accurate.

• Review the available usage information before you continue.

• Your Dashboard provides a practical reference for Credits and Workspace activity.

• Use the details shown there whenever you review future usage.

• Review the available usage information before you continue.

Keep the relevant Workspace information available when you need to follow up.

8. When Your Plan Changes

Current usage details can change as activity is completed.

• Review your Dashboard for the most up-to-date information.

• Review the available usage information before you continue.

Use the current details before repeating an activity.

9. If Information Is Unclear

Credit Rollover & Expiry Policy is easier to manage when you review current Workspace information first.

• Have these details ready:

• Current Credit information

• Recent Workspace activity

The information shown in your Dashboard is the best starting point when you need help.

10. Key Takeaways

• Credit Rollover & Expiry Policy is managed from your Dashboard

• Review current Credits before acting

• Check Workspace activity regularly

• Use displayed usage details

• Keep relevant information available