If your business uses a desktop app for day-to-day work, making it easy for your team to find and install it matters. This CRM feature helps you promote your published desktop app directly inside user accounts, so staff can download the right version for their device without hunting for links or asking for help.

📌 Why This Matters

When app downloads depend on shared links, email threads, or manual instructions, setup can slow down fast. An in-app download banner gives your team a simple path to install the desktop app right from inside the CRM. That means less confusion, fewer support questions, and quicker adoption across your business.

✨ What’s New

• In-app download banner: Once your desktop app is published, you can turn on a promotion setting that shows a download banner inside user accounts.
• You control visibility: The banner only appears when you choose to enable it, and only after the app is published so your team never sees an unfinished version.
• Device-aware downloads: The download experience automatically highlights the version that matches the user’s operating system, including macOS, Windows, or Linux.
• Other platforms still available: Even when one operating system is shown first, users can still choose the other available versions below it.
• Current download links: Downloads are served from the latest published build, so your team gets the most up-to-date version available.

🛠️ How to Use It

1. Step 1: Go to your CRM dashboard and open the desktop app section.
2. Step 2: Confirm that your desktop app has been built and is in published status.
3. Step 3: Turn the promote setting on to display the download banner to users.
4. Step 4: Ask your team to log in to their accounts, where they can open the banner and download the version that fits their device.

💡 Pro Tip

If your staff uses the CRM every day, making the desktop app easy to install can help them work faster and spend more time serving customers and closing sales.