In order to turn on or make changes to this feature, you must be an Admin or Account Owner in Walnut. Learn more about the Account Owner role.
Amazing, you’ve signed up to Walnut. But wait a second, what are the main things you need to do to set up your Walnut workspace? Well, that’s lucky, because we’ve made this guide to ensure you set up yours correctly. Phew!
1. Invite your team
The first step you should take as the Account Owner is to invite your team members to use Walnut too. As the Account Owner, you can ensure that each team member you invite is set up with a different role that’s relevant to them.
2. Set up your team’s workspace
As the Account Owner, it is your role to set up your team’s workspace. It’s a good idea to customize folders, add different tags, and add your company's brand guidelines so everything is ready for your team to start creating killer demos.
3. Connect your Walnut account to your CRM
In order to take advantage of the valuable insights provided by Walnut, we recommend connecting your Walnut account to your CRM system. This will allow you to easily access and use this information to improve your workflows and decision-making. At the moment, we support integration with both Salesforce and HubSpot, but we are actively working on expanding our list of supported CRM platforms. So keep your eyes peeled on that front.
4. Download the Walnut Chrome extension
It’s crucial you install the Walnut Chrome extension to be able to enjoy the full experience and get the most out of Walnut. Using the Chrome extension, you can create new templates and capture screens from your product directly to your template. Additionally, you can now also play Walnut demos directly from the Chrome extension.
How do I install the extension?
All you need to do is enter the Walnut app, click your profile icon, and then click ‘Get Our Extension’.
Please sign in to leave a comment.