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Documentation Index

Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt

Use this file to discover all available pages before exploring further.

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Dealtree user guide

Use this documentation to move from initial setup to account execution with a repeatable process.
1

Set your seller profile

Define product name, category, and description so Dealtree can tailor stakeholder and action recommendations.
2

Create and prepare an account

Add the target account, then capture known context in notes.
3

Generate account intelligence

Sync org data, review stakeholders, and generate buying committee roles.
4

Execute the action plan

Prioritize recommended tasks, update notes after interactions, and regenerate when context changes.

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