Access Control is used to restrict agents from using the app's options. App's Restriction enables access to the app in general.
Create deals’ custom fields and assign them to separate pipelines. Find how it works from this article and adjust your custom fields.
Automation is an option that helps sort out pipelines by moving deals to the lost field, preventing them from being lost.
If you need to change payment method, use our guide to get a clear understanding of the process. There are some nuances to consider.
CRM and Kanban for Zendesk has an udated tool that helps to check the statistics of won and lost deals, their reasons and monetary value.
There might be times when you will not be able to access our apps on your Zendesk account. This article explains why and what you should do about it.
