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.