In this video, we'll walk you through your OfferTermz CRM Wallet — where to find your balance, view transactions, manage credits, and set up auto-recharge so you never run out at the wrong time.
You'll learn:
- Where to find your Wallet inside the CRM
- How to check your current balance
- How to view your transaction history
- What credits are used for (SMS, calls, emails, AI, and more)
- How to add funds manually
- How to set up auto-recharge so your balance refills automatically
- How to update your billing details
Keeping your Wallet topped up keeps your campaigns, automations, and outreach running without interruption.
Have questions? Reach out to our support team or drop a comment below.
