Dealtree user guide

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

Set your seller profile

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

Create and prepare an account

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

Generate account intelligence

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

Execute the action plan

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

Start with these pages