# 4. Account Workspace
Source: https://docs.dealtree.io/user-guide/account-workspace

4. Account Workspace

<page>**4.1 Account Overview**</page>
<page>4.2 Company Information</page>
<page>**4.3 Employee Count and Account Metadata**</page>
<page>**4.4 Sync Organization**</page>
<page>4.5 Account Tabs Overview</page>


# 4.1 Account Overview
Source: https://docs.dealtree.io/user-guide/account-workspace/4-1-account-overview

4.1 Account Overview

The Account Overview gives you a quick summary of a specific company inside Dealtree.
After you open an account from the Accounts Dashboard, you will land inside the Account Workspace. This is where you can review key account information and access all account intelligence features, including Org Chart, Buying Committee, Action Plan, and Notes.

## Pre-conditions

Before using the Account Overview, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened an account from the Accounts Dashboard

## What You Can See in the Account Overview

The Account Overview helps you understand the basic state of the account before going deeper into stakeholder mapping or deal planning.
You may see information such as:

* Company name
* Company domain
* Employee count
* Account status
* Account complexity
* Organization sync option
* Account intelligence tabs

## Key Sections in the Account Overview

### Company Information

This section shows the basic details of the account, such as the company name and website domain.
The company domain is used to identify the account and organize its intelligence inside Dealtree.

### Employee Count

Employee count gives you an idea of the company size.
This can help you estimate how many stakeholders, departments, and decision-makers may be involved in the buying process.

### Account Status

Account status shows the current state of the account inside Dealtree.
For example, it may indicate whether the account is newly created, active, synced, or still needs further action.

### Account Complexity

Account complexity helps you understand how involved the account may be.
A more complex account may require deeper stakeholder mapping, buying committee review, and a stronger multi-threaded action plan.

### Sync Organization

The Sync Organization option helps Dealtree collect and organize stakeholder data for the account.
After syncing the organization, you can review the org chart and use it to generate buying committee insights and action plans.

### Account Tabs

The Account Workspace includes tabs for different account intelligence sections.
These may include:

* Org Chart
* Buying Committee
* Action Plan
* Notes
  Each tab focuses on a specific part of the account strategy.

## Steps to Use the Account Overview

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Review the Account Header

At the top of the Account Workspace, review the company name, domain, employee count, status, and complexity.
This gives you a quick understanding of the account before generating deeper intelligence.

### Step 5: Choose the Next Action

Based on the account overview, decide what to do next.
You can:

* Sync the organization
* Review the org chart
* Add account notes
* Generate the buying committee
* Generate the action plan

## Important Notes

* The Account Overview is the starting point for working on a specific company.
* Review the overview before generating buying committee analysis or action plans.
* If the account is newly created, sync the organization first.
* If you already know important context about the account, add it in Notes before generating recommendations.
* Account Overview gives a summary only. Use the tabs to access deeper account intelligence.


# 4.2 Company Information
Source: https://docs.dealtree.io/user-guide/account-workspace/4-2-company-information

4.2 Company Information

Company Information shows the basic details of an account inside Dealtree.
This information helps you identify the company, confirm that you are working on the right account, and understand the basic context before generating deeper account intelligence.

## Pre-conditions

Before reviewing Company Information, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the account from the Accounts Dashboard

## What Company Information Includes

The Company Information section may include details such as:

* Company name
* Company domain
* Employee count
* Account status
* Account complexity
  These details help you quickly understand which company you are reviewing and whether the account is ready for the next step.

## Why Company Information Matters

Company Information is the foundation of the Account Workspace.
Dealtree uses the company domain to create the account and organize account-level intelligence. The company name, domain, employee count, status, and complexity help you understand the account before reviewing stakeholders, generating a buying committee, or creating an action plan.
For example, a company with a larger employee count may require more stakeholder mapping than a smaller company. A company marked as more complex may need a stronger multi-threaded sales approach.

## Steps to Review Company Information

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Review the Company Details

At the top of the Account Workspace, review the available company details.
Check the company name, domain, employee count, account status, and complexity.

### Step 5: Confirm the Account Is Correct

Make sure the company information matches the account you intended to work on.
If anything looks incorrect, edit the account details if your role allows it.

## Important Notes

* Use the company’s official website domain when creating or updating an account.
* Company Information helps confirm that you are working on the correct account.
* Employee count and complexity can help you estimate how much account research may be needed.
* If the company domain is incorrect, the generated account intelligence may be less accurate.
* Review Company Information before syncing the organization, generating the buying committee, or creating an action plan.


# 4.3 Employee Count and Account Metadata
Source: https://docs.dealtree.io/user-guide/account-workspace/4-3-employee-count-metadata

4.3 Employee Count and Account Metadata

Employee Count and Account Metadata help you understand the size, structure, and current state of an account inside Dealtree.
These details give you quick context before you generate the org chart, map the buying committee, or create an action plan.

## Pre-conditions

Before reviewing Employee Count and Account Metadata, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the account from the Accounts Dashboard

## What is Employee Count?

Employee Count shows the estimated number of people working at the company.
This helps you understand the size of the account and estimate how complex the buying process may be.
For example, a smaller company may have a simpler decision-making structure. A larger company may involve multiple departments, decision-makers, technical evaluators, end users, procurement teams, and possible blockers.

## What is Account Metadata?

Account Metadata refers to the additional information shown about an account.
This may include:

* Company domain
* Employee count
* Account status
* Account complexity
* Organization sync state
* Last updated information, if available
  These details help you understand whether the account is ready for deeper analysis or still needs additional setup.

## Why Employee Count and Metadata Matter

Employee Count and Account Metadata help you decide how to approach an account.
For example:

* A larger employee count may indicate that you need to map more stakeholders
* A complex account may require stronger multi-threading
* A new account may need organization syncing before further analysis
* An active account may already be ready for buying committee mapping
* An account with incomplete metadata may need review before generating recommendations
  These signals help you prioritize your next steps inside the Account Workspace.

## Steps to Review Employee Count and Account Metadata

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Review the Account Header

At the top of the Account Workspace, review the available metadata.
You may see the company domain, employee count, account status, and complexity.

### Step 5: Decide the Next Step

Use the metadata to decide what to do next.
You can:

* Sync the organization if stakeholder data is not available yet
* Review the org chart if the organization has already been synced
* Add notes if you have extra account context
* Generate the buying committee
* Generate the action plan

## Important Notes

* Employee Count is useful for estimating account size, but it should not be the only factor in your sales strategy.
* Larger accounts usually require more stakeholder mapping and stronger multi-threading.
* Account Metadata helps you understand the current state of the account before taking action.
* If metadata looks incorrect, review the account details and update them if your role allows it.
* Always review the account context before generating buying committee analysis or action plans.


# 4.4 Sync Organization
Source: https://docs.dealtree.io/user-guide/account-workspace/4-4-sync-organization

4.4 Sync Organization

Sync Organization allows you to update the people data of a specific account inside Dealtree.
Think of it as account-level data enrichment. Whenever you want to refresh stakeholder information, update the org chart, or make sure you are working with the latest available people data, you can use the Sync Organization feature.

## Pre-conditions

Before syncing an organization, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added the account using the company’s official domain
* Opened the Account Workspace
* Available credits, if organization sync requires credits in your plan

## Why Sync Organization Matters

People data changes over time. Employees join, leave, change roles, move departments, or get promoted.
If you are working on an account for several days, weeks, or months, the stakeholder data you generated earlier may become outdated. Sync Organization helps you refresh the people data for that specific account so your account intelligence stays useful.
You can use Sync Organization to:

* Refresh stakeholder data
* Update the account org chart
* Enrich people information for the account
* Find newly available stakeholders
* Update role or department information
* Improve buying committee mapping
* Improve action plan recommendations
  This is especially useful for active opportunities, large accounts, and accounts where stakeholder movement can affect the deal.

## Steps to Sync Organization

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to update.
This opens the Account Workspace.

### Step 4: Review the Account Details

Before syncing, review the company name and domain at the top of the Account Workspace.
Make sure you are syncing the correct account.

### Step 5: Click Sync Organization

Click the **Sync Organization** button.
Dealtree will start refreshing and enriching the people data for that specific account.

### Step 6: Wait for the Sync to Complete

The sync process may take some time depending on the company size and available data.
Once the sync is complete, the account data will be updated.

### Step 7: Review the Updated Org Chart

After syncing, go to the **Org Chart** tab.
Review the updated stakeholders, departments, and people information.

## What Happens After Syncing

After the organization is synced, Dealtree updates the available people data for that account.
This refreshed data can help you:

* Review the latest org chart
* Identify new or updated stakeholders
* Improve buying committee coverage
* Revisit missing roles
* Generate a more relevant action plan
* Keep your account research up to date

## Important Notes

* Sync Organization is used to refresh people data for one specific account.
* It works like data enrichment for that account.
* Use the company’s official website domain for better results.
* Syncing may use credits depending on your plan.
* Larger companies may take longer to sync.
* If you are working on an important deal, sync the organization before reviewing the buying committee or generating a new action plan.
* If the account domain is incorrect, the enriched people data may be less accurate.


# 4.5 Account Tabs Overview
Source: https://docs.dealtree.io/user-guide/account-workspace/4-5-account-tabs-overview

4.5 Account Tabs Overview

Account Tabs help you move between the main intelligence sections inside an Account Workspace.
Each account in Dealtree has its own workspace. Inside that workspace, the tabs organize different parts of account research and deal planning so you can review the org chart, map the buying committee, create an action plan, and manage account notes from one place.

## Pre-conditions

Before using Account Tabs, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard

## What Are Account Tabs?

Account Tabs are the main navigation options inside a specific account.
They allow you to switch between different account intelligence views without leaving the Account Workspace.
The main tabs are:

* Org Chart
* Buying Committee
* Action Plan
* Notes
  Each tab serves a different purpose in the account planning process.

## Org Chart Tab

The Org Chart tab shows the people and structure of the company.
Use this tab to review stakeholders, browse departments, understand reporting lines, and identify people who may be relevant to your deal.
This tab is useful when you want to understand who works at the account and how the organization is structured.

## Buying Committee Tab

The Buying Committee tab helps you identify the key roles involved in the buying decision.
Dealtree maps stakeholders into roles such as:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  Use this tab to understand who matters in the deal, which roles are already covered, and which roles are still missing.

## Action Plan Tab

The Action Plan tab helps you turn account intelligence into practical next steps.
Dealtree uses the account data, buying committee, seller context, and notes to generate recommended tasks for moving the deal forward.
Use this tab to plan outreach, validate the decision process, strengthen multi-threading, and reduce deal risk.

## Notes Tab

The Notes tab is where you can add important context about the account.
You can use notes to capture details such as known champions, previous conversations, deal risks, internal relationships, objections, or anything else that may help Dealtree generate better recommendations.
Notes can improve the quality of buying committee analysis and action plan generation.

## Steps to Use Account Tabs

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to work on.
This opens the Account Workspace.

### Step 4: Review the Available Tabs

Inside the Account Workspace, review the available tabs.
You should see sections such as Org Chart, Buying Committee, Action Plan, and Notes.

### Step 5: Open the Relevant Tab

Click the tab that matches the task you want to complete.
For example:

* Use **Org Chart** to review company structure
* Use **Buying Committee** to identify buyer roles
* Use **Action Plan** to generate next steps
* Use **Notes** to add account context

### Step 6: Move Between Tabs as Needed

You can switch between tabs while working on the same account.
For example, you may review the org chart first, add notes, generate the buying committee, and then create an action plan.

## Recommended Tab Workflow

For best results, use the tabs in this order:

1. Open **Notes** and add any known account context
2. Open **Org Chart** and review the stakeholder structure
3. Open **Buying Committee** and generate or review mapped roles
4. Open **Action Plan** and create recommended next steps
   This workflow helps Dealtree use better context when producing account recommendations.

## Important Notes

* Account Tabs are specific to each account.
* Switching tabs does not change the account you are working on.
* Add notes before generating buying committee or action plan recommendations when you already have useful account context.
* The Org Chart is usually the foundation for buying committee and action plan generation.
* If a tab looks empty, the account may need to be synced or generated first.
* Use the tabs together to build a complete view of the account.


# 8. Action Plan
Source: https://docs.dealtree.io/user-guide/action-plan

8. Action Plan

<page>8.1 Action Plan Overview</page>
<page>**8.2 Generate an Action Plan**</page>
<page>**8.3 Understanding Recommended Tasks**</page>
<page>**8.4 Task Priority**</page>
<page>**8.5 Task Status**</page>
<page>**8.6 Stakeholder-Specific Actions**</page>
<page>8.7 Multi-threading Recommendations</page>
<page>**8.8 Using the Action Plan in Your Sales Process**</page>


# 8.1 Action Plan Overview
Source: https://docs.dealtree.io/user-guide/action-plan/8-1-action-plan-overview

8.1 Action Plan Overview

The Action Plan helps you turn account intelligence into clear next steps.
After you generate an org chart and map the buying committee, Dealtree can create a practical action plan for moving the deal forward. The action plan is based on your Seller Context, account notes, stakeholder data, org chart, and buying committee roles.

## Pre-conditions

Before using the Action Plan, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee
* Added account notes, if you already have deal-specific context

## What is the Action Plan?

The Action Plan is a set of recommended sales actions for a specific account.
It helps you understand what to do next based on the current account structure and buying committee coverage.
Instead of only showing who the stakeholders are, the Action Plan helps answer questions such as:

* Who should you engage next?
* Which buying committee roles need validation?
* What should you ask your Champion?
* Which risks should you address?
* Which stakeholders need follow-up?
* How can you strengthen multi-threading?
* What steps can help move the deal forward?

## Why the Action Plan Matters

Account intelligence is only useful when it leads to action.
You may know the org chart and buying committee, but still need a clear plan for what to do next. The Action Plan helps you connect stakeholder data with practical sales execution.
It can help you:

* Prioritize next steps
* Validate the decision process
* Strengthen your Champion relationship
* Identify missing stakeholders
* Address possible blockers
* Engage the Economic Buyer
* Prepare for technical or procurement review
* Build a multi-threaded sales motion
* Reduce the risk of deal stagnation

## What the Action Plan Includes

Depending on the available account data, the Action Plan may include tasks related to:

* Confirming the approval path
* Validating the Economic Buyer
* Engaging the Champion
* Identifying missing buying committee roles
* Following up with key stakeholders
* Addressing objections or risks
* Preparing technical validation
* Mapping procurement or legal steps
* Building internal momentum
* Planning multi-threaded outreach
  Each task may include details such as priority, related stakeholder, buying committee role, and status.

## How Dealtree Creates the Action Plan

Dealtree uses multiple sources of account context to create the Action Plan.
These may include:

* Seller Context
* Account notes
* Org chart data
* Stakeholder profiles
* Buying committee roles
* Covered and uncovered roles
* Confidence scores
* Account complexity
  For example, if the Champion is identified but the Economic Buyer is missing, the Action Plan may recommend asking the Champion to confirm who owns the budget.
  If the Technical Buyer is identified, the Action Plan may recommend preparing a technical fit discussion or validating technical approval requirements.

## Steps to Access the Action Plan

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Open the Action Plan Tab

Inside the Account Workspace, click the **Action Plan** tab.
This opens the action plan section for that specific account.

### Step 5: Review the Recommended Tasks

Review the recommended tasks, priorities, related roles, stakeholders, and status.
Use these tasks to decide what actions to take next in your sales process.

## What to Do After Reviewing the Action Plan

After reviewing the Action Plan, you can:

* Follow the recommended next steps
* Update task status as work progresses
* Add notes after calls or follow-ups
* Validate missing buying committee roles
* Ask your Champion for internal context
* Engage additional stakeholders
* Prepare for technical, procurement, or legal review
* Regenerate the Action Plan after major account updates

## Important Notes

* The Action Plan is specific to each account.
* Action Plan quality depends on Seller Context, notes, org chart data, and buying committee results.
* Add useful notes before generating the Action Plan for better recommendations.
* Review the Buying Committee before using the Action Plan.
* If the account data looks outdated, use Sync Organization before generating a new Action Plan.
* Treat the Action Plan as a sales strategy guide, not a replacement for your judgment.
* Update notes and regenerate the Action Plan as the deal changes.


# 8.2 Generate an Action Plan
Source: https://docs.dealtree.io/user-guide/action-plan/8-2-generate-action-plan

8.2 Generate an Action Plan

The Action Plan helps you decide what to do next inside an account. It turns your account intelligence into practical sales tasks based on the org chart, buying committee, seller context, and account notes.
You can use the Action Plan to understand which stakeholders to engage, what risks to validate, which roles are missing, and how to multi-thread the deal more effectively.

## Pre-conditions

Before generating an Action Plan, make sure you have:

* Created an account in Dealtree
* Generated or synced the org chart
* Generated the buying committee
* Added relevant account notes, if you already know anything about the deal
* Set up your seller context from the **Seller** section
  Adding notes is optional, but recommended. Notes help Dealtree understand important deal context, such as who your champion is, what stage the deal is in, or what concerns have already come up.

## Steps to Generate an Action Plan

### Step 1: Go to Accounts

From the left sidebar, click **Accounts**.
This will open the list of accounts in your workspace.

### Step 2: Open an Account

Click on the account for which you want to generate an Action Plan.
This will open the account workspace.

### Step 3: Go to the Action Plan Tab

Inside the account workspace, click the **Action Plan** tab.
This is where Dealtree shows recommended tasks for moving the deal forward.

### Step 4: Generate the Action Plan

Click the **Generate Action Plan** button.
Dealtree will analyze the available account data, including the org chart, buying committee, seller context, and account notes.

### Step 5: Review the Recommended Tasks

Once the Action Plan is generated, review the task list carefully.
Each task may include:

* Task title
* Priority
* Related stakeholder
* Buying committee role
* Recommended action
* Current task status
  The Action Plan is designed to give you a clear next step instead of leaving you with only raw account data.

### Step 6: Use the Tasks in Your Sales Process

Use the recommended tasks to guide your next outreach, internal deal review, discovery call preparation, follow-up, or stakeholder mapping.
For example, the Action Plan may suggest that you:

* Confirm the approval process with your champion
* Validate the economic buyer
* Identify missing procurement or legal stakeholders
* Run a technical fit check with the technical buyer
* Build a relationship with additional stakeholders
* Investigate potential blockers

## Important Notes

* The quality of the Action Plan depends on the quality of the available account data.
* For better recommendations, generate the org chart and buying committee before creating the Action Plan.
* Add notes about known stakeholders, deal stage, objections, internal politics, or previous conversations.
* If the account context changes, update your notes and regenerate the Action Plan.
* The Action Plan should guide your sales strategy, but you should still use your own judgment before taking action.

## Next Step

After generating the Action Plan, review each task and start working through the highest-priority actions first.


# 8.3 Understanding Recommended Tasks
Source: https://docs.dealtree.io/user-guide/action-plan/8-3-recommended-tasks

8.3 Understanding Recommended Tasks

Recommended Tasks are the individual action items generated inside the Action Plan. They help you understand what to do next to move an account forward.
Instead of giving you a generic sales checklist, Dealtree creates tasks based on the account’s org chart, buying committee, seller context, and account notes. This makes the tasks more specific to the account you are working on.

## What Recommended Tasks Include

Each recommended task may include:

* **Task title:** A short summary of the action you should take
* **Priority:** The importance level of the task
* **Related stakeholder:** The person connected to the task
* **Buying committee role:** The role that stakeholder plays in the deal
* **Recommended action:** What you should do next
* **Status:** The current progress of the task
  These details help you understand not only what needs to be done, but also why the task matters.

## Why Recommended Tasks Matter

Recommended Tasks help you turn account intelligence into action.
For example, after mapping a buying committee, you may discover that the champion is known, but the economic buyer is not confirmed. In that case, Dealtree may recommend a task to validate who owns the final decision.
Similarly, if procurement or legal is not covered, Dealtree may suggest identifying the right person before the deal reaches the final stage.
Recommended Tasks help you:

* Prioritize the most important next steps
* Avoid depending on a single stakeholder
* Identify missing people in the buying process
* Validate assumptions about decision-making
* Strengthen your multi-threaded sales approach
* Prepare better for follow-ups, demos, and deal reviews

## How to Review Recommended Tasks

When reviewing the task list, start with the highest-priority tasks first.
Look at each task and ask:

* What is this task trying to confirm or solve?
* Which stakeholder is connected to this task?
* Is this person already engaged?
* Is there any missing role in the buying committee?
* Can this task reduce risk in the deal?
* What should be my next message, call, or internal follow-up?
  This helps you use the Action Plan as a practical sales workflow, not just a static recommendation list.

## Common Types of Recommended Tasks

Dealtree may generate tasks such as:

* Confirm the approval path with your champion
* Validate the economic buyer
* Identify missing procurement or legal contacts
* Engage the technical buyer for a fit check
* Find possible blockers in the account
* Strengthen the relationship with end users
* Ask your champion for an internal introduction
* Prepare stakeholder-specific messaging
* Review account notes before the next meeting
  These tasks are designed to help you move from account mapping to deal execution.

## Important Notes

* Recommended Tasks are generated from the available account data.
* Better org chart data, buying committee mapping, seller context, and notes can improve the quality of recommendations.
* You can use Recommended Tasks during account planning, pipeline reviews, discovery preparation, and follow-up planning.
* The tasks should guide your sales process, but you should always apply your own judgment based on the actual conversation with the account.
* If the account changes, update your notes or buying committee information and regenerate the Action Plan.

## Next Step

After reviewing the Recommended Tasks, focus on the highest-priority actions and use them to plan your next outreach or deal strategy.


# 8.4 Task Priority
Source: https://docs.dealtree.io/user-guide/action-plan/8-4-task-priority

8.4 Task Priority

Task Priority helps you understand which recommended actions should be handled first inside an Action Plan.
When Dealtree generates an Action Plan, each task may be assigned a priority level based on how important that action is for moving the deal forward. This helps you focus on the tasks that can reduce risk, unlock the buying process, or improve stakeholder coverage.

## What Task Priority Means

Task Priority shows the relative importance of a task.
A high-priority task usually points to something that may directly affect the deal, such as confirming the decision-maker, identifying a missing buying committee role, or validating the approval process.
A lower-priority task may still be useful, but it may not be as urgent as the tasks that affect deal progress or decision-making clarity.

## Common Priority Levels

Dealtree may show task priority levels such as:

* **High:** Important task that should be addressed as soon as possible
* **Medium:** Useful task that supports the deal strategy
* **Low:** Helpful task that can be completed after more urgent items

## How to Use Task Priority

Start by reviewing the highest-priority tasks first.
High-priority tasks often help you answer critical questions such as:

* Who has the final buying authority?
* Is the champion strong enough?
* Are procurement or legal involved?
* Is there a blocker in the account?
* Has the technical buyer approved the solution?
* Is the buying process clearly understood?
  Once the high-priority tasks are handled, move on to medium and low-priority tasks.

## Example

If the buying committee shows that the economic buyer is not confirmed, Dealtree may create a high-priority task asking you to validate who owns the final decision.
If the champion is already identified but no procurement contact is mapped, Dealtree may recommend a medium or high-priority task to uncover procurement before the deal reaches the final stage.
If the core buying committee is already covered, Dealtree may create lower-priority tasks to strengthen messaging or prepare additional stakeholder follow-ups.

## Important Notes

* Task Priority helps you decide what to focus on first.
* High-priority tasks usually relate to deal risk, decision-making, blockers, or missing stakeholders.
* Medium and low-priority tasks can still be valuable for improving account coverage.
* Priorities are recommendations, not strict rules.
* Always combine Dealtree’s priority suggestions with your own judgment and real account context.

## Next Step

After reviewing task priorities, begin with the highest-priority actions and use them to guide your next sales activity.


# 8.5 Task Status
Source: https://docs.dealtree.io/user-guide/action-plan/8-5-task-status

8.5 Task Status

Task Status helps you track the progress of each recommended task inside an Action Plan.
Once Dealtree generates recommended tasks, each task can have a status that shows whether the task still needs to be done, is currently in progress, or has already been completed.
This helps you use the Action Plan as an active sales workflow instead of a static list of suggestions.

## What Task Status Means

Task Status shows the current state of a task.
It helps you understand:

* Which tasks still need attention
* Which tasks are already being worked on
* Which tasks have been completed
* Which actions may need follow-up
* How much progress has been made on the account plan
  By tracking task status, you can keep your sales process organized and avoid losing track of important next steps.

## Common Task Statuses

Dealtree may show task statuses such as:

* **To Do:** The task has not been started yet
* **In Progress:** The task is currently being worked on
* **Completed:** The task has been finished

## How to Use Task Status

Start by reviewing all tasks in the Action Plan.
For each task, check its current status and decide what needs to happen next.
Use **To Do** for tasks that still need action. These are usually the next steps you should plan for outreach, discovery, follow-up, or internal deal review.
Use **In Progress** for tasks you have already started but not fully completed. For example, you may have asked your champion to confirm the approval process, but you are still waiting for their response.
Use **Completed** when the task has been finished and no further action is needed for that specific step.

## Example

If Dealtree recommends a task to validate the economic buyer, the status may start as **To Do**.
After you ask your champion who owns the final buying decision, you can move the task to **In Progress** while waiting for confirmation.
Once the economic buyer is confirmed, you can mark the task as **Completed**.

## Why Task Status Matters

Task Status makes it easier to manage account progress.
It helps you:

* Stay organized across multiple accounts
* Track unfinished tasks
* Avoid repeating the same action
* Keep sales follow-ups clear
* Review account progress during pipeline meetings
* Understand which deal risks are still unresolved
  This is especially helpful when you are working with multiple stakeholders or managing several target accounts at the same time.

## Important Notes

* Update task statuses regularly as you work through the Action Plan.
* A completed task does not always mean the deal risk is fully removed. Review the result of the task before moving forward.
* If new information changes the account context, update your notes and regenerate the Action Plan if needed.
* Task Status should reflect the real progress of your sales activity.

## Next Step

After updating task statuses, continue working through the highest-priority open tasks and use them to guide your next sales actions.


# 8.6 Stakeholder-Specific Actions
Source: https://docs.dealtree.io/user-guide/action-plan/8-6-stakeholder-specific-actions

8.6 Stakeholder-Specific Actions

Stakeholder-Specific Actions help you understand what to do with each person involved in the deal.
In a B2B sales process, every stakeholder may have a different role, concern, influence level, and motivation. The message you send to a champion should not always be the same message you send to an economic buyer, technical buyer, end user, or potential blocker.
Dealtree helps you turn stakeholder information into more focused actions.

## What Stakeholder-Specific Actions Mean

Stakeholder-Specific Actions are recommended tasks connected to a particular person or buying committee role.
These actions help you understand:

* Who the task is related to
* Why that stakeholder matters
* What role they may play in the buying process
* What you should validate with them
* What type of conversation may be useful
* How they can help move the deal forward
  For example, if a stakeholder is identified as a champion, Dealtree may recommend asking them to confirm the internal approval path or introduce you to the economic buyer.
  If a stakeholder is identified as a technical buyer, Dealtree may recommend validating technical fit, integration needs, data requirements, or security concerns.

## Common Stakeholder-Specific Actions

Dealtree may recommend actions such as:

* Ask the champion to confirm the decision-making process
* Request an introduction to the economic buyer
* Validate budget ownership with a senior stakeholder
* Run a technical fit discussion with the technical buyer
* Understand daily workflow pain points from end users
* Identify possible objections from blockers
* Confirm procurement or legal involvement
* Prepare role-specific messaging for each stakeholder
* Strengthen the relationship with an internal supporter
  These actions help you avoid treating every stakeholder the same way.

## How to Use Stakeholder-Specific Actions

Start by reviewing the stakeholder connected to each task.
Then look at their buying committee role and decide how to engage them.
For each stakeholder-specific task, ask:

* What role does this person play in the deal?
* What information do I need from them?
* What concern might they have?
* Can they influence the buying decision?
* Can they introduce me to someone else?
* What should be my next message or meeting goal with this person?
  This helps you plan more thoughtful outreach and follow-up.

## Example

If Salman Saafi is identified as your champion, Dealtree may recommend asking Salman to confirm who owns the final buying decision and whether procurement or legal will be involved.
If Rubaiyat Mostofa is identified as the technical buyer, Dealtree may recommend scheduling a technical fit conversation to validate fit, integration requirements, or implementation concerns.
If Tasfia Tasbin is identified as the economic buyer, Dealtree may recommend aligning your message around business value, ROI, team productivity, or strategic priorities.

## Why Stakeholder-Specific Actions Matter

Stakeholder-Specific Actions help you build a stronger multi-threaded sales strategy.
They help you:

* Personalize your next steps by stakeholder role
* Avoid over-relying on one contact
* Engage decision-makers with the right message
* Validate technical, business, and procurement concerns earlier
* Identify blockers before they slow down the deal
* Create a clearer path from interest to purchase

## Important Notes

* Stakeholder-Specific Actions are based on available account data, buying committee mapping, seller context, and notes.
* The more accurate your account notes and stakeholder information are, the better the recommendations can be.
* Use these actions as guidance, but adapt your message based on the actual conversation.
* If a stakeholder’s role changes, update the account context and regenerate the Action Plan if needed.

## Next Step

After reviewing stakeholder-specific actions, prioritize the actions connected to the most important buying committee roles, especially the champion, economic buyer, technical buyer, and any possible blockers.


# 8.7 Multi-threading Recommendations
Source: https://docs.dealtree.io/user-guide/action-plan/8-7-multi-threading-recommendations

8.7 Multi-threading Recommendations

Multi-threading Recommendations help you engage more than one person inside an account so you are not depending on a single contact to move the deal forward.
In B2B sales, deals often involve multiple stakeholders. Even if you have a strong champion, the final decision may still depend on executives, technical reviewers, end users, procurement, legal, or other internal influencers.
Dealtree helps you identify who else should be involved and what actions you can take to build stronger coverage across the account.

## What Multi-threading Means

Multi-threading means building relationships with multiple stakeholders in the same account.
Instead of relying only on one person, you create communication paths with different people who can influence, approve, use, evaluate, or block the purchase.
This helps reduce deal risk and gives you a better understanding of how the buying decision is actually made.

## How Dealtree Helps with Multi-threading

Dealtree uses the org chart, buying committee, seller context, and account notes to recommend actions that can help you expand stakeholder engagement.
For example, Dealtree may suggest that you:

* Ask your champion for an introduction to the economic buyer
* Identify the technical buyer before implementation questions come up
* Find procurement or legal contacts early
* Engage end users to understand workflow pain points
* Validate whether a senior stakeholder has budget authority
* Watch for possible blockers in the account
* Build separate messaging for different stakeholder roles
  These recommendations help you move beyond one-contact selling.

## When to Use Multi-threading Recommendations

Use multi-threading recommendations when:

* You only have one active contact in the account
* The economic buyer is not confirmed
* Procurement or legal is not mapped
* The technical buyer has not reviewed the solution
* Your champion is supportive but does not own the budget
* The deal is moving forward, but the approval path is unclear
* You are preparing for a demo, follow-up, proposal, or negotiation
  Multi-threading is especially important for mid-market and enterprise accounts where several people may influence the final decision.

## Example

If your champion is engaged but the economic buyer is not confirmed, Dealtree may recommend asking your champion to introduce you to the person who owns the final decision.
If the technical buyer is identified but not yet involved, Dealtree may recommend scheduling a technical fit conversation before the deal reaches approval.
If procurement or legal is missing, Dealtree may recommend asking about the internal vendor review process early, instead of waiting until the final stage.

## Why Multi-threading Recommendations Matter

Multi-threading Recommendations help you:

* Reduce dependence on a single contact
* Build stronger account coverage
* Discover the real decision-making process
* Identify hidden blockers earlier
* Validate business, technical, and procurement requirements
* Increase deal confidence before the final buying stage
  A strong multi-threaded account gives you more visibility into the deal and makes it easier to take the right next step.

## Important Notes

* Multi-threading does not mean contacting everyone at once.
* Start with the most relevant stakeholders based on the buying committee.
* Use your champion carefully and respectfully when asking for introductions.
* Tailor your message based on each stakeholder’s role and priorities.
* If new stakeholders are discovered, update your notes and regenerate the Action Plan if needed.

## Next Step

After reviewing multi-threading recommendations, decide which stakeholder should be engaged next and plan your outreach based on their role in the buying process.


# 8.8 Using the Action Plan in Your Sales Process
Source: https://docs.dealtree.io/user-guide/action-plan/8-8-using-action-plan

8.8 Using the Action Plan in Your Sales Process

The Action Plan is designed to help you turn account intelligence into real sales activity.
After Dealtree generates an Action Plan, you can use it to decide what to do next, who to engage, what to validate, and which risks to address before the deal moves forward.
Instead of keeping org chart data, buying committee insights, and notes separate, the Action Plan brings them together into a practical task list.

## When to Use the Action Plan

You can use the Action Plan at different stages of the sales process, such as:

* Before starting outreach to a target account
* Before a discovery call
* Before a product demo
* After identifying a champion
* Before sending a proposal
* During pipeline review
* Before negotiation or procurement
* When a deal is stuck or losing momentum
  The Action Plan is especially useful when you are selling into accounts with multiple stakeholders.

## How to Use the Action Plan

Start by reviewing the recommended tasks in the Action Plan.
Focus on the tasks that are marked as high priority or connected to important buying committee roles, such as the economic buyer, champion, technical buyer, blocker, or procurement and legal.
For each task, decide the next sales activity.
This could be:

* Sending a follow-up email
* Asking your champion a specific question
* Requesting an introduction
* Preparing stakeholder-specific messaging
* Scheduling a technical discussion
* Confirming the buying process
* Identifying missing stakeholders
* Updating your CRM or internal deal notes
  The goal is to use each task as a guide for your next move.

## Example Workflow

A simple workflow can look like this:

1. Open the account workspace.
2. Review the buying committee.
3. Open the Action Plan.
4. Start with the highest-priority task.
5. Identify the stakeholder connected to the task.
6. Plan your next message, meeting, or follow-up.
7. Update the task status after taking action.
8. Add new notes if you learn something important.
9. Regenerate the Action Plan if the account context changes.
   This keeps your account strategy updated as the deal progresses.

## Using the Action Plan for Deal Reviews

The Action Plan can also be useful during internal pipeline or deal review meetings.
Sales reps can use it to explain:

* Who is involved in the deal
* Which buying committee roles are covered
* Which roles are missing
* What risks still exist
* What the next actions are
* Which stakeholders need more engagement
  Sales leaders can use it to coach reps on whether the account is well-covered or too dependent on one contact.

## Using the Action Plan for Follow-ups

After a call or meeting, review the Action Plan before sending your follow-up.
Use the recommended tasks to decide what to ask, who to include, and what to clarify.
For example, if the Action Plan says procurement is not covered, your follow-up may include a question about the vendor approval process.
If the technical buyer has not been engaged, your follow-up may suggest a technical alignment call.

## Important Notes

* The Action Plan should be used as a sales guide, not a fixed script.
* Update account notes whenever you learn something new.
* Task statuses should be updated as actions are completed or moved forward.
* If the buying committee changes, regenerate the Action Plan.
* The more complete your account data is, the more useful the Action Plan becomes.

## Next Step

After using the Action Plan, continue updating the account with new notes, stakeholder information, and task progress so your strategy stays aligned with the real deal situation.


# 12. Best Practices
Source: https://docs.dealtree.io/user-guide/best-practices

12. Best Practices

<page>**12.1 Best Workflow for a New Account**</page>
<page>**12.2 Best Practices for SDRs and AEs**</page>
<page>**12.3 Best Practices for Founders**</page>
<page>**12.4 Best Practices for Consultants and Agencies**</page>
<page>**12.5 Best Practices for Enterprise Sales**</page>


# 12.1 Best Workflow for a New Account
Source: https://docs.dealtree.io/user-guide/best-practices/12-1-best-workflow-new-account

12.1 Best Workflow for a New Account

The best workflow for a new account in Dealtree is to move step by step from basic account setup to actionable sales strategy.
Instead of generating everything randomly, follow a structured process: set your seller context, create the account, add known notes, generate the org chart, map the buying committee, and then create an action plan.
This helps Dealtree produce better recommendations and gives you a clearer account strategy.

## Recommended Workflow

### Step 1: Set Up Seller Context

Before creating or analyzing accounts, go to the **Seller** section and complete your Seller Profile.
Add:

* Product Name
* Product Category
* Product Description
  This helps Dealtree understand what you sell and who may be involved in the buying process.
  For example, if you sell a sales intelligence platform, Dealtree can use that context to better identify sales leaders, RevOps, founders, AEs, SDR managers, and procurement stakeholders.

### Step 2: Add a New Account

Go to **Accounts** and click **Add Account**.
Enter the company domain of the target account.
For example:
`company.com`
After creating the account, Dealtree will add it to your account list and open a dedicated workspace for that company.

### Step 3: Add Known Account Notes

Before generating deeper intelligence, add any information you already know about the account.
Useful notes may include:

* Who your current contact is
* Who your champion might be
* What pain point the account mentioned
* Whether a demo has already happened
* Who joined previous calls
* Any objections or risks
* Known decision-making details
* Internal relationships between stakeholders
  Even a simple note can improve the quality of the buying committee and action plan recommendations.

### Step 4: Generate or Sync the Org Chart

Go to the **Org Chart** tab and generate or sync the organization.
The org chart helps you understand the company structure and identify relevant people across departments.
Review the org chart to find possible stakeholders, including leaders, managers, users, technical reviewers, and decision-makers.

### Step 5: Review Stakeholders

After the org chart is generated, review the stakeholders inside the account.
Look for people who may be connected to your sales process, such as:

* Senior decision-makers
* Department leaders
* Potential champions
* End users
* Technical evaluators
* Procurement or operations contacts
* Possible blockers
  This gives you a better understanding of who may influence the deal.

### Step 6: Generate the Buying Committee

Go to the **Buying Committee** tab and generate the buying committee.
Dealtree will analyze the available account data and map stakeholders into buying committee roles, such as:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  Review each role carefully and check which roles are covered and which roles are missing.

### Step 7: Identify Gaps in the Buying Committee

After the buying committee is generated, look for missing or uncertain roles.
For example:

* Is the economic buyer confirmed?
* Do you have a strong champion?
* Is the technical buyer involved?
* Are procurement or legal contacts missing?
* Is there a possible blocker?
* Are you relying on only one person?
  These gaps show where your sales process may need more work.

### Step 8: Generate the Action Plan

Go to the **Action Plan** tab and generate an action plan.
Dealtree will use the org chart, buying committee, seller context, and account notes to recommend next steps.
The Action Plan may suggest tasks such as:

* Confirm the approval process
* Validate the economic buyer
* Ask your champion for an introduction
* Engage the technical buyer
* Identify procurement or legal
* Investigate possible blockers
* Strengthen multi-threading

### Step 9: Prioritize the Recommended Tasks

Review the recommended tasks and start with the highest-priority actions first.
High-priority tasks usually relate to deal risk, missing stakeholders, decision-making clarity, or important buying committee roles.
Use these tasks to plan your next outreach, follow-up, discovery call, demo, or internal deal review.

### Step 10: Update Notes as You Learn More

As the deal progresses, keep adding new notes to the account.
Update the account when you learn something important, such as:

* A new stakeholder name
* A confirmed decision-maker
* A budget owner
* A procurement requirement
* A technical concern
* A competitor involved in the deal
* A blocker or objection
  Updated notes help Dealtree keep future recommendations aligned with the real account context.

### Step 11: Regenerate Intelligence When Needed

If the account context changes, regenerate the buying committee or action plan.
This is useful when:

* New stakeholders are discovered
* Your champion changes
* The buying process becomes clearer
* A blocker appears
* Procurement or legal gets involved
* The deal moves to a new stage
  Regenerating helps keep your account strategy updated.

## Example Workflow Summary

A simple new account workflow looks like this:

1. Set up Seller Context
2. Add the account using the company domain
3. Add known notes
4. Generate or sync the org chart
5. Review stakeholders
6. Generate the buying committee
7. Identify missing roles
8. Generate the action plan
9. Work through high-priority tasks
10. Update notes as the deal progresses
11. Regenerate recommendations when needed

## Important Notes

* Set up Seller Context before generating buying committees or action plans.
* Add notes early, even if you only know one useful detail.
* Always review the buying committee before relying on the Action Plan.
* Missing buying committee roles are important signals, not errors.
* Use the Action Plan as guidance, but apply your own sales judgment.
* Keep the account updated as new conversations happen.

## Next Step

After completing this workflow, use the Action Plan to guide your next sales activity and keep updating the account as you learn more about the stakeholders and buying process.


# 12.2 Best Practices for SDRs and AEs
Source: https://docs.dealtree.io/user-guide/best-practices/12-2-best-practices-sdrs-aes

12.2 Best Practices for SDRs and AEs

Dealtree can help SDRs and AEs prepare better, identify the right stakeholders, and build a stronger sales strategy for each account.
For SDRs, Dealtree is useful before outreach. It helps you understand the account, find relevant people, and personalize your messaging.
For AEs, Dealtree is useful during active opportunities. It helps you map the buying committee, validate the decision process, identify deal risks, and plan next steps.

## Best Practices for SDRs

### Research the Account Before Outreach

Before contacting anyone, create the account in Dealtree using the company domain.
Then review the available company information and org chart to understand the structure of the account.
Look for people who may be connected to the problem your product solves.
For example, if you sell a sales intelligence platform, you may want to look for sales leaders, RevOps leaders, SDR managers, AEs, founders, or GTM leaders.

### Identify the Right People to Contact

Use the org chart to find relevant stakeholders instead of sending generic outreach to random contacts.
Look for people who may be:

* Responsible for the problem
* Managing the team affected by the problem
* Involved in buying similar tools
* Likely to become a champion
* Close to the decision-making process
  This helps you build a more focused prospecting list.

### Personalize Outreach Using Account Context

Use account notes and stakeholder information to make your outreach more relevant.
Instead of sending a generic message, refer to the stakeholder’s role, team, or possible business priority.
For example, if you are reaching out to a RevOps leader, your message can focus on account planning, stakeholder visibility, sales process gaps, or pipeline execution.

### Avoid Relying on One Contact

If you only contact one person, your outreach may get stuck.
Use Dealtree to identify multiple relevant stakeholders in the same account. This gives you more ways to start conversations and increases your chance of finding the right entry point.

### Add Notes After Every Useful Signal

Whenever you learn something about the account, add it to Notes.
Useful SDR notes may include:

* A stakeholder replied positively
* Someone referred you to another person
* A prospect mentioned a current pain point
* A contact said they are not the right person
* A team is using a competing solution
* A decision-maker or manager was mentioned
  These notes can help improve future buying committee and action plan recommendations.

## Best Practices for AEs

### Generate the Buying Committee Early

Once an account becomes an active opportunity, generate the buying committee.
This helps you understand who may be involved in the deal and whether important roles are missing.
Review roles such as:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  This gives you a clearer view of the deal structure.

### Validate the Economic Buyer

Do not assume your first contact is the final decision-maker.
Use Dealtree’s buying committee and action plan recommendations to identify who may own the budget or final approval.
Then validate this through discovery questions or your champion.
For example, you can ask your champion who else needs to be involved before a decision is made.

### Build and Test Your Champion

A champion is not just someone who likes your product.
A strong champion can explain the internal process, share useful context, influence others, and help you reach the right stakeholders.
Use Dealtree to identify the champion and then validate whether they can help move the deal forward.

### Engage the Technical Buyer Early

If your product requires technical evaluation, implementation, integration, data access, or security review, involve the technical buyer early.
Waiting until the final stage can slow down the deal.
Use the Action Plan to decide when to schedule a technical fit conversation and what concerns to validate.

### Identify Procurement and Legal Before the Final Stage

Procurement and legal can slow down a deal if they are discovered too late.
Use Dealtree to check whether procurement or legal is already covered in the buying committee.
If not, ask about the vendor approval process early so you are not surprised later.

### Use the Action Plan Before Every Major Step

Before discovery calls, demos, proposals, negotiations, or deal reviews, open the Action Plan and review the highest-priority tasks.
Use those tasks to decide:

* What to ask next
* Who to involve
* Which risk to validate
* Which stakeholder needs attention
* What should happen before the next stage
  This keeps your sales process focused and proactive.

## Shared Best Practices for SDRs and AEs

### Keep Account Notes Updated

Both SDRs and AEs should keep account notes updated as they learn more.
Notes help preserve important context and make the account workspace more useful over time.
Add notes about:

* Stakeholder conversations
* Buying signals
* Objections
* Internal referrals
* Budget details
* Technical concerns
* Competitor mentions
* Decision-making process
* Next steps

### Use Dealtree as an Account Strategy Workspace

Dealtree should not only be used once at the beginning of the sales process.
Use it throughout the account journey to keep the org chart, buying committee, notes, and action plan aligned with the real deal situation.

### Review Missing Roles Carefully

If Dealtree shows that a buying committee role is not covered, treat it as a signal.
A missing economic buyer, technical buyer, blocker, or procurement contact can create risk later in the deal.
Use the Action Plan to decide how to uncover or validate those roles.

### Regenerate Recommendations When Context Changes

If you discover new stakeholders, confirm a decision-maker, identify a blocker, or learn about procurement requirements, update your notes and regenerate the action plan.
This keeps the recommendations fresh and aligned with the latest account context.

## Example SDR Workflow

A simple SDR workflow can look like this:

1. Create the account using the company domain
2. Review the org chart
3. Identify relevant stakeholders
4. Add notes about known contacts or signals
5. Prepare personalized outreach
6. Multi-thread across relevant roles
7. Update notes after replies or referrals

## Example AE Workflow

A simple AE workflow can look like this:

1. Open the account workspace
2. Review account notes and org chart
3. Generate the buying committee
4. Identify missing or weak roles
5. Generate the action plan
6. Work through high-priority tasks
7. Validate the economic buyer, champion, technical buyer, and procurement path
8. Update notes after every important conversation
9. Regenerate the action plan when the deal changes

## Important Notes

* SDRs should use Dealtree to improve research, targeting, and outreach quality.
* AEs should use Dealtree to improve deal strategy, stakeholder coverage, and next-step planning.
* Dealtree works best when users keep notes updated.
* Buying committee gaps should be reviewed before important sales stages.
* The Action Plan should guide your next move, but your own sales judgment still matters.

## Next Step

After applying these best practices, use Dealtree to prepare for your next account outreach, discovery call, demo, or deal review.


# 12.3 Best Practices for Founders
Source: https://docs.dealtree.io/user-guide/best-practices/12-3-best-practices-founders

12.3 Best Practices for Founders

Dealtree can help founders sell with more structure, especially when they are handling sales themselves.
As a founder, you may already understand your product deeply, but selling into B2B accounts requires more than product knowledge. You need to identify the right stakeholders, understand who owns the problem, find who controls the budget, and know how the buying decision will happen.
Dealtree helps you organize that process inside one account workspace.

## Start with a Clear Seller Context

Before creating accounts, complete your Seller Profile from the **Seller** section.
Add:

* Product Name
* Product Category
* Product Description
  For founders, this is especially important because your product positioning may still be evolving. A clear Seller Context helps Dealtree understand what you sell and generate better recommendations for buying committee roles and action plans.

## Choose the Right Target Accounts

Do not create accounts randomly.
Start with companies that closely match your ideal customer profile. For example, choose accounts based on:

* Industry
* Company size
* Team structure
* Region
* Technology usage
* Pain point fit
* Revenue stage
* Existing buying signal
  This helps you use your credits and time on accounts that are more likely to become real opportunities.

## Research Before You Reach Out

Before sending outreach, create the account in Dealtree using the company domain.
Then review the org chart and stakeholder information to understand who may care about your product.
Look for people who may be:

* Responsible for the problem you solve
* Managing the team affected by the problem
* Able to influence the purchase
* Likely to become your champion
* Close to budget or approval authority
  This helps you avoid guessing who to contact.

## Do Not Depend on One Friendly Contact

Founders often get early interest from one person inside a company. That person may like the product, but they may not own the budget or the final decision.
Use Dealtree to identify other people involved in the buying process, such as:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  This helps you understand whether you are talking to someone who can actually move the deal forward.

## Validate the Economic Buyer Early

As a founder, your time is limited. You should know as early as possible whether the person you are speaking with can influence budget or introduce you to the actual buyer.
Use Dealtree’s buying committee and action plan to identify the likely economic buyer.
Then validate it during the conversation.
You can ask questions such as:

* Who else would be involved in approving this?
* Who owns the budget for this type of solution?
* What does the internal decision process usually look like?
* Is there anyone from leadership who should be part of the next conversation?

## Use Notes to Capture Founder-Led Sales Learning

Every conversation teaches you something about the market.
Add notes inside the account whenever you learn something useful, such as:

* A pain point
* A strong objection
* A competitor mention
* A budget signal
* A buying trigger
* A feature request
* A reason for urgency
* A stakeholder’s role
* A decision-making detail
  These notes help you improve both account strategy and future recommendations.

## Use the Action Plan Before Follow-ups

Before sending a follow-up email or scheduling the next call, open the Action Plan.
Review the recommended tasks and check whether you need to:

* Ask your champion for an introduction
* Confirm the buying process
* Validate budget ownership
* Involve a technical buyer
* Identify procurement or legal
* Address a blocker
* Prepare role-specific messaging
  This helps your follow-ups become more strategic and less generic.

## Use Dealtree for Investor or Advisor Updates

If you are founder-led and tracking early sales, Dealtree can also help you explain account progress more clearly.
You can use the account workspace to understand:

* Which accounts are active
* Which stakeholders are engaged
* Which buying committee roles are covered
* Which deal risks remain
* What the next action is
  This can make sales updates more structured during internal reviews, advisor calls, or investor check-ins.

## Regenerate Recommendations as the Deal Evolves

Founder-led deals can change quickly.
A new stakeholder may join. A champion may leave the conversation. A technical concern may appear. Procurement may enter late. A decision-maker may ask for a different business case.
When this happens, update the account notes and regenerate the Action Plan.
This keeps your next steps aligned with the latest account context.

## Example Founder Workflow

A simple founder workflow can look like this:

1. Complete Seller Context
2. Add a high-fit target account
3. Review the org chart
4. Identify likely stakeholders
5. Add any known notes
6. Generate the buying committee
7. Validate the champion and economic buyer
8. Generate the Action Plan
9. Use the highest-priority task for your next follow-up
10. Update notes after every meaningful conversation
11. Regenerate the Action Plan when new information appears

## Important Notes

* Founders should use Dealtree to save time and avoid scattered account research.
* Start with high-fit accounts instead of generating intelligence for every company.
* Validate budget ownership early.
* Do not rely only on one interested contact.
* Keep notes updated after every sales conversation.
* Use the Action Plan to guide follow-ups, not as a fixed script.
* Update Seller Context if your positioning changes.

## Next Step

After applying these best practices, create your first high-fit target account and use Dealtree to map who matters before starting or continuing the sales conversation.


# 12.4 Best Practices for Consultants and Agencies
Source: https://docs.dealtree.io/user-guide/best-practices/12-4-best-practices-consultants-agencies

12.4 Best Practices for Consultants and Agencies

Dealtree can help consultants and agencies understand prospect or client accounts faster, identify key stakeholders, and prepare a stronger engagement strategy.
When you work with external clients, you often need to understand who owns the problem, who influences the decision, who approves the budget, and who may slow down the project. Dealtree helps organize this information inside one account workspace.

## Start with a Clear Seller Context

Before creating accounts, complete your Seller Profile from the **Seller** section.
Add:

* Product Name
* Product Category
* Product Description
  For consultants and agencies, your Product Description should clearly explain the service you provide, who it is for, and what business outcome you help clients achieve.
  For example:
  **We help B2B SaaS companies build outbound systems, improve lead generation, and create repeatable sales pipelines.**
  This helps Dealtree understand your service and generate more relevant buying committee and action plan recommendations.

## Use Dealtree Before Discovery Calls

Before a discovery call, create the prospect account in Dealtree using the company domain.
Then review the org chart and possible stakeholders.
This helps you understand:

* Who may own the problem
* Who may approve the project
* Who may use or benefit from your service
* Who may influence the decision
* Who may need to be involved after the first call
  By preparing this way, you can ask better questions and avoid going into the conversation blind.

## Identify the Real Decision-Makers

In consulting and agency sales, the person who first contacts you may not always be the final decision-maker.
Use Dealtree to identify possible decision-makers and influencers, such as:

* Founder or CEO
* Head of Sales
* Head of Marketing
* Revenue leader
* Operations leader
* Finance leader
* Technical leader
* Procurement or legal contact
  This helps you understand whether you are speaking with the person who can approve the engagement or someone who needs internal support.

## Map the Buying Committee Early

Generate the buying committee early in the sales process.
Review the key roles:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  This helps you understand who is already covered and who is still missing.
  For example, if you are selling a lead generation service and only speaking with a marketing manager, Dealtree may help you identify that the VP of Marketing, Head of Sales, or founder may also need to be involved.

## Add Notes from Every Client Conversation

Use the **Notes** tab to capture important details from discovery calls, proposal discussions, and follow-ups.
Useful notes may include:

* Client goals
* Current workflow
* Pain points
* Budget signals
* Timeline
* Decision criteria
* Internal blockers
* Tools they currently use
* Stakeholders mentioned during the call
* Procurement or approval process
* Objections raised by the client
  These notes help Dealtree generate better action plans and help your team stay aligned.

## Use the Action Plan Before Sending a Proposal

Before sending a proposal, generate or review the Action Plan.
The Action Plan can help you identify what still needs to be validated before you move forward.
For example, it may help you check whether:

* The economic buyer is confirmed
* The champion can influence the decision
* Procurement or legal needs to be involved
* A technical or operations stakeholder should review the solution
* A possible blocker needs to be addressed
* The business case is clear enough for approval
  This helps reduce surprises after the proposal is sent.

## Prepare Stakeholder-Specific Messaging

Different stakeholders care about different outcomes.
Use Dealtree’s stakeholder and buying committee insights to adjust your message.
For example:

* A founder may care about growth, revenue, speed, and ROI.
* A sales leader may care about pipeline, conversion, and team productivity.
* A marketing leader may care about lead quality, campaign performance, and attribution.
* An operations leader may care about process, handoff, and execution.
* A finance leader may care about cost, payback period, and risk.
  This helps you make your proposal and follow-up more relevant to each person involved.

## Use Dealtree for Existing Clients

Dealtree is not only useful for new sales opportunities.
Consultants and agencies can also use it for existing clients to find expansion opportunities, understand stakeholder changes, and improve account management.
For existing clients, you can use Dealtree to:

* Map new departments
* Identify new decision-makers
* Find expansion opportunities
* Understand who else may benefit from your service
* Track stakeholder changes
* Plan renewal or upsell conversations
* Prepare for quarterly business reviews
  This is especially useful when you work with larger client organizations.

## Collaborate with Your Internal Team

If multiple team members work on the same client or prospect, use the Dealtree account workspace as a shared source of truth.
Your team can use it to review:

* Account notes
* Org chart
* Buying committee
* Action Plan
* Stakeholder roles
* Missing decision-makers
* Next steps
  This helps prevent important client context from being scattered across messages, spreadsheets, call notes, or personal memory.

## Example Consultant or Agency Workflow

A simple workflow can look like this:

1. Complete Seller Context
2. Add the prospect or client account
3. Review the org chart
4. Add notes from previous conversations or research
5. Generate the buying committee
6. Identify missing stakeholders
7. Generate the Action Plan
8. Validate decision-makers before sending a proposal
9. Prepare stakeholder-specific messaging
10. Update notes after every call
11. Regenerate the Action Plan when the account changes

## Important Notes

* Use Dealtree before discovery calls, proposals, renewals, and expansion conversations.
* Do not assume the first contact is the decision-maker.
* Add detailed notes from client conversations to improve recommendations.
* Review missing buying committee roles before sending proposals.
* Use stakeholder-specific messaging for stronger follow-ups.
* Keep existing client accounts updated for retention and expansion planning.
* The Action Plan should guide your strategy, but you should still apply your own judgment.

## Next Step

After applying these best practices, create a prospect or client account and use Dealtree to identify the key stakeholders before your next discovery call, proposal, or expansion conversation.


# 12.5 Best Practices for Enterprise Sales
Source: https://docs.dealtree.io/user-guide/best-practices/12-5-best-practices-enterprise-sales

12.5 Best Practices for Enterprise Sales

Dealtree can help enterprise sales teams manage complex accounts with multiple stakeholders, longer buying cycles, and layered approval processes.
In enterprise sales, deals usually involve more than one buyer. You may need to work with business leaders, technical evaluators, end users, finance, procurement, legal, security, and possible internal blockers. Dealtree helps organize this complexity inside one account workspace.

## Start with Complete Seller Context

Before working on enterprise accounts, complete your Seller Profile from the **Seller** section.
Add:

* Product Name
* Product Category
* Product Description
  For enterprise sales, your Seller Context should clearly explain what you sell, who typically uses it, who usually approves it, and what business outcome it helps create.
  A clear Seller Context helps Dealtree generate more relevant buying committee and action plan recommendations.

## Create an Account Before Deep Research

Instead of researching stakeholders across scattered tabs, create the enterprise account in Dealtree using the company domain.
Once the account is created, use the account workspace to organize:

* Org chart
* Stakeholders
* Buying committee
* Notes
* Action Plan
  This gives your team one structured place to manage account intelligence.

## Sync and Review the Org Chart

Enterprise accounts often have many departments, reporting lines, and possible influencers.
Use the **Org Chart** tab to generate or sync the organization.
Then review the org chart to identify stakeholders across relevant departments, such as:

* Executive leadership
* Department heads
* Business unit leaders
* Technical teams
* Operations
* Finance
* Procurement
* Legal
* Security
* End-user teams
  This helps you understand the account beyond your first contact.

## Map the Buying Committee Early

In enterprise deals, buying committee coverage is critical.
Generate the buying committee early so you can understand which roles are covered and which roles are missing.
Review roles such as:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  Missing roles should be treated as deal risks, especially when the deal is moving toward proposal, security review, procurement, or final approval.

## Validate the Economic Buyer

Do not assume your main contact owns the budget.
Use Dealtree to identify the likely economic buyer, then validate that person through discovery, your champion, or internal referrals.
You can ask questions such as:

* Who owns the final business decision?
* Who controls the budget for this initiative?
* Who needs to approve this before it moves forward?
* Who would be responsible for measuring success after purchase?
  Confirming the economic buyer early helps prevent late-stage surprises.

## Build a Strong Champion

A strong champion is one of the most important assets in an enterprise deal.
Use Dealtree to identify and track your champion, then validate whether they can:

* Explain the internal decision process
* Introduce you to other stakeholders
* Share business priorities
* Help you understand objections
* Guide you through approval steps
* Support your solution internally
  If your champion cannot help you access the wider buying committee, you may need to build additional relationships.

## Engage the Technical Buyer Before It Is Urgent

Technical review can slow down enterprise deals if it starts too late.
Use Dealtree to identify the technical buyer and involve them before security, integration, implementation, or data questions become blockers.
This is especially important if your product touches:

* Data
* Integrations
* Security
* Workflow changes
* IT systems
* Compliance
* Implementation support
  Early technical alignment can reduce friction later in the sales cycle.

## Identify Procurement, Legal, and Security Early

Enterprise deals often slow down during procurement, legal, or security review.
Use the buying committee and Action Plan to check whether these roles are already covered.
If they are missing, ask about the internal approval process before the deal reaches the final stage.
Helpful questions include:

* Is there a vendor approval process?
* Who handles procurement for this type of purchase?
* Will legal need to review the agreement?
* Is security review required?
* What documents are usually needed before approval?
* How long does the approval process usually take?
  This helps you prepare earlier and avoid last-minute delays.

## Watch for Blockers

Enterprise accounts often have hidden blockers.
A blocker may be someone who prefers the current process, owns a competing tool, controls technical approval, or has concerns about budget, risk, implementation, or change management.
Use Dealtree to identify possible blockers and review Action Plan tasks related to risk.
Look for signals such as:

* Missing technical approval
* Unclear budget ownership
* Low champion influence
* Competing priorities
* Procurement concerns
* Security concerns
* End-user resistance
* Leadership misalignment

## Use Multi-threading Carefully

Multi-threading is essential in enterprise sales, but it should be done thoughtfully.
Use Dealtree’s org chart, buying committee, and stakeholder-specific actions to decide who to engage next.
Do not contact everyone at once. Start with the stakeholders most connected to the buying process and use your champion where possible to create warm introductions.
A strong multi-threaded approach helps you:

* Reduce dependence on one contact
* Understand the account from multiple angles
* Build support across departments
* Identify risks earlier
* Keep momentum if one stakeholder becomes unavailable

## Use the Action Plan Before Every Major Deal Stage

Before each major step, open the Action Plan and review the highest-priority tasks.
Use it before:

* Discovery calls
* Demos
* Technical reviews
* Security reviews
* Proposal discussions
* Procurement handoff
* Negotiation
* Executive alignment calls
* Deal reviews
  The Action Plan can help you decide what to validate, who to involve, and which risks to address before moving forward.

## Keep Notes Updated Throughout the Deal

Enterprise sales cycles can be long. Important context can easily get lost.
Use the **Notes** tab to document:

* Stakeholder conversations
* Buying process details
* Budget signals
* Approval steps
* Security or technical requirements
* Procurement timelines
* Legal requirements
* Internal objections
* Champion feedback
* Competitor mentions
* Next steps
  Updated notes help Dealtree generate better recommendations as the deal evolves.

## Regenerate Recommendations When the Deal Changes

Enterprise deals are rarely static.
If new stakeholders appear, procurement gets involved, the budget owner changes, or a blocker is discovered, update your notes and regenerate the buying committee or Action Plan.
This keeps your account strategy aligned with the latest information.

## Example Enterprise Sales Workflow

A simple enterprise workflow can look like this:

1. Complete Seller Context
2. Add the enterprise account using the company domain
3. Sync and review the org chart
4. Add known notes from CRM, calls, or previous research
5. Generate the buying committee
6. Identify missing or weak roles
7. Validate the economic buyer and champion
8. Engage the technical buyer early
9. Confirm procurement, legal, and security requirements
10. Generate the Action Plan
11. Work through high-priority tasks
12. Update notes after every important interaction
13. Regenerate the Action Plan as the deal changes

## Important Notes

* Enterprise deals need strong stakeholder coverage.
* Missing buying committee roles should be treated as deal risks.
* Validate the economic buyer as early as possible.
* Do not wait until the final stage to involve procurement, legal, security, or technical stakeholders.
* Use multi-threading carefully and strategically.
* Keep notes updated throughout the sales cycle.
* Use the Action Plan as a guide, but combine it with your own sales judgment.

## Next Step

After applying these best practices, open an enterprise account in Dealtree and review the buying committee to identify which roles are covered, which roles are missing, and which high-priority actions should happen next.


# 11. Billing and Credits
Source: https://docs.dealtree.io/user-guide/billing-and-credits

11. Billing and Credits

<page>**11.1 Billing Dashboard**</page>
<page>11.2 Current Plan</page>
<page>11.3 Trial Status</page>
<page>11.4 Included Credits</page>
<page>**11.5 Purchased Credits**</page>
<page>11.6 How Credits Are Used</page>
<page>**11.7 Buying Additional Credits**</page>
<page>**11.8 Upgrading or Managing Subscription**</page>


# 11.1 Billing Dashboard
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-1-billing-dashboard

11.1 Billing Dashboard

The Billing Dashboard helps you review your current Dealtree plan, trial status, credit balance, and seat usage from one place.
Use this section to understand how much access your workspace currently has and whether you need more credits, seats, or a plan upgrade.

## What is the Billing Dashboard?

The Billing Dashboard is the main billing page inside your Dealtree workspace.
It shows important information about your subscription and usage, such as:

* Current plan
* Trial status
* Trial expiry date
* Seats used
* Available credits
* Included credits
* Purchased credits
  This helps you keep track of your workspace limits and plan capacity.

## Where to Find the Billing Dashboard

You can access the Billing Dashboard from the left sidebar.
Click **Billing** to open the Billing page.
Once opened, you will see your current plan and credit-related information.

## What You Can Review

### Current Plan

This shows the plan your workspace is currently using.
Your plan may define available features, credit limits, and seat limits.

### Trial Status

If you are using a trial, this section shows whether your trial is active and when it will expire.

### Seats Used

This shows how many team seats are currently being used in your workspace.
If your plan includes multiple seats, this helps you understand whether you can invite more team members.

### Available Credits

This shows how many credits are currently available in your workspace.
Available credits are used when running certain account intelligence actions inside Dealtree.

### Included Credits

Included credits are the credits that come with your current plan, trial, or deal tier.

### Purchased Credits

Purchased credits are additional credits added to your workspace outside the included plan credits.

## Why the Billing Dashboard Matters

The Billing Dashboard helps you avoid interruptions while using Dealtree.
By checking this section regularly, you can:

* Understand your current plan
* Track remaining credits
* Monitor team seat usage
* Know when your trial will expire
* Plan credit usage before working on multiple accounts
* Decide whether you need to purchase more credits or upgrade your plan
  This is especially useful for teams that generate account intelligence across several accounts.

## Important Notes

* Some Dealtree actions require credits.
* Your available credits may decrease when you generate or sync account intelligence.
* Team members usually share the same workspace credit balance.
* Seat limits and credit limits depend on your current plan.
* If your trial expires or credits run out, some features may become limited until you update your plan or add more credits.

## Next Step

After reviewing the Billing Dashboard, check your available credits before generating org charts, buying committees, or action plans for new accounts.


# 11.2 Current Plan
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-2-current-plan

11.2 Current Plan

The Current Plan section shows which Dealtree plan your workspace is currently using.
Your plan determines the features, credits, and seats available to your workspace. Reviewing your current plan helps you understand what is included, how much usage you have, and whether your workspace needs an upgrade or additional credits.

## What is the Current Plan?

The Current Plan is the active subscription, trial, or deal tier connected to your Dealtree workspace.
It may define:

* Available features
* Included credits
* Seat limits
* Trial access
* Usage limits
* Billing status
  This section helps you quickly understand what level of access your workspace currently has.

## Where to Find the Current Plan

You can view your Current Plan from the **Billing** section.

### Step 1: Go to Billing

From the left sidebar, click **Billing**.

### Step 2: Review the Current Plan Section

On the Billing Dashboard, look for the **Current Plan** area.
This will show the plan currently assigned to your workspace.

## Why the Current Plan Matters

Your Current Plan affects how your team uses Dealtree.
For example, your plan may determine:

* How many team members you can invite
* How many credits are included
* How many accounts you can work on
* Whether you are currently in a trial period
* Whether you need to purchase additional credits
  By checking your Current Plan, you can better plan your account intelligence work and avoid unexpected usage limits.

## Example

If your workspace is on a trial plan, the Current Plan section may show that your trial is active and display the trial expiry date.
If your workspace is on a paid plan or lifetime deal tier, the Current Plan section may show the plan name, included credits, and seat allowance.

## When to Review Your Current Plan

You should review your Current Plan when:

* You are starting a new workspace
* Your trial is close to ending
* You want to invite more team members
* You are planning to generate intelligence for multiple accounts
* Your available credits are running low
* You are deciding whether to upgrade or buy more credits

## Important Notes

* Your Current Plan controls your workspace access and usage limits.
* Seat limits and credit limits may vary by plan.
* Some features may require available credits.
* If your plan changes, your available credits, seat limits, or access may also change.
* Review your Current Plan regularly if your team is actively using Dealtree.

## Next Step

After reviewing your Current Plan, check your available credits and seat usage to make sure your workspace has enough capacity for your upcoming account intelligence work.


# 11.3 Trial Status
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-3-trial-status

11.3 Trial Status

The Trial Status section shows whether your Dealtree workspace is currently using a trial plan and when the trial period will end.
This helps you understand how much time you have left to explore Dealtree before choosing a paid plan, lifetime deal tier, or additional credit option.

## What is Trial Status?

Trial Status tells you the current state of your trial access.
It may show information such as:

* Whether your trial is active
* Trial expiry date
* Current plan during the trial
* Available trial credits
* Seat access during the trial
  This section helps you track your remaining trial period and plan your usage accordingly.

## Where to Find Trial Status

You can view your Trial Status from the **Billing** section.

### Step 1: Go to Billing

From the left sidebar, click **Billing**.

### Step 2: Review Trial Information

On the Billing Dashboard, look for the **Trial Status** or trial-related information.
If your workspace is currently on a trial, you may see whether the trial is active and when it will expire.

## Why Trial Status Matters

Trial Status helps you understand your remaining access during the trial period.
During the trial, you can explore Dealtree and test the core workflow, such as:

* Setting up your Seller Profile
* Adding target accounts
* Generating org charts
* Mapping buying committees
* Creating action plans
* Reviewing team and billing settings
  By checking your trial status, you can make sure you use the trial period effectively before it ends.

## Trial Expiry Date

The trial expiry date shows when your trial period will end.
Once the trial expires, access to some features may become limited unless you upgrade your plan, activate a subscription, or purchase the required access based on your workspace setup.

## Important Notes

* Trial access may include limited credits.
* Some features may require credits during the trial.
* Your trial expiry date is shown in the Billing Dashboard.
* If your trial expires, certain actions may become unavailable until you update your plan.
* Review your available credits along with your trial status to understand how much you can still use during the trial.

## Next Step

After checking your Trial Status, review your available credits and use them on a few target accounts so you can evaluate Dealtree’s org chart, buying committee, and action plan workflow before the trial ends.


# 11.4 Included Credits
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-4-included-credits

11.4 Included Credits

Included Credits are the credits that come with your current Dealtree plan, trial, or lifetime deal tier.
These credits are part of your workspace allowance and can be used for supported account intelligence actions inside Dealtree.

## What are Included Credits?

Included Credits are the credits already available in your workspace based on your current plan.
They may be used when you perform actions such as:

* Generating org charts
* Syncing organization data
* Mapping buying committees
* Creating action plans
* Running account intelligence workflows
  The number of included credits depends on your plan, trial, or deal tier.

## Where to Find Included Credits

You can view your Included Credits from the **Billing** section.

### Step 1: Go to Billing

From the left sidebar, click **Billing**.

### Step 2: Review Credit Information

On the Billing Dashboard, look for the credit usage section.
You may see details such as:

* Available credits
* Included credits
* Purchased credits
* Credit usage
  The **Included Credits** value shows how many credits are provided as part of your current plan.

## Why Included Credits Matter

Included Credits help you understand how much usage is available before you need to purchase additional credits or upgrade your plan.
By reviewing your included credits, you can plan how many accounts you want to work on and which actions you want to perform.
For example, if you are planning to research several target accounts, you should check your included credits first to make sure you have enough credits for org chart generation, buying committee mapping, and action plan creation.

## Included Credits vs Purchased Credits

Dealtree may show both included credits and purchased credits.

### Included Credits

These are the credits that come with your current plan, trial, or deal tier.

### Purchased Credits

These are additional credits you buy separately when you need more usage beyond your included allowance.
Together, they contribute to the credits available in your workspace.

## Important Notes

* Included Credits depend on your current plan.
* Some Dealtree actions require credits.
* Team members may use credits from the same workspace credit balance.
* If your included credits run low, you may need to purchase additional credits or upgrade your plan.
* Review your credit balance regularly if your team is working on multiple accounts.
* Credit usage may vary depending on the action performed and the amount of account data processed.

## Next Step

After reviewing your Included Credits, check your available credit balance before generating new org charts, buying committees, or action plans.


# 11.5 Purchased Credits
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-5-purchased-credits

11.5 Purchased Credits

Purchased Credits are additional credits that you add to your Dealtree workspace when you need more usage beyond the credits included in your current plan, trial, or lifetime deal tier.
These credits help you continue generating account intelligence when your included credits are low or already used.

## What are Purchased Credits?

Purchased Credits are extra credits bought separately from your regular plan allowance.
They may be used for supported Dealtree actions such as:

* Generating org charts
* Syncing organization data
* Mapping buying committees
* Creating action plans
* Running account intelligence workflows
  Purchased Credits are useful when your team is working on more accounts than your included credits can support.

## Where to Find Purchased Credits

You can view your Purchased Credits from the **Billing** section.

### Step 1: Go to Billing

From the left sidebar, click **Billing**.

### Step 2: Review Credit Information

On the Billing Dashboard, look for the credit usage section.
You may see details such as:

* Available credits
* Included credits
* Purchased credits
* Credit usage
  The **Purchased Credits** value shows how many additional credits have been added to your workspace outside your included plan credits.

## Why Purchased Credits Matter

Purchased Credits give your team more flexibility.
If your included credits are not enough for your current account intelligence work, you can add more credits instead of waiting for a new billing cycle or changing your plan immediately.
This is helpful when:

* You are researching many accounts
* Your sales team is actively prospecting
* You need to generate several org charts
* You want to map buying committees across multiple accounts
* You need action plans for active opportunities
* Your trial or plan credits are running low

## Included Credits vs Purchased Credits

Dealtree may show both included credits and purchased credits in the Billing Dashboard.

### Included Credits

Included Credits are the credits that come with your current plan, trial, or lifetime deal tier.

### Purchased Credits

Purchased Credits are extra credits added separately when you need more usage.
Both types of credits can contribute to your available workspace credit balance.

## Important Notes

* Purchased Credits are added separately from your included plan credits.
* Team members may use credits from the same workspace balance.
* Credit usage may vary depending on the action performed and the amount of account data processed.
* Review your available credits before running large account intelligence workflows.
* If your team regularly needs more credits, you may want to review your current plan or credit usage pattern.

## Next Step

After reviewing your Purchased Credits, check your total available credit balance to make sure your workspace has enough credits for upcoming org chart, buying committee, and action plan generation.


# 11.6 How Credits Are Used
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-6-how-credits-are-used

11.6 How Credits Are Used

Credits are used when you run certain account intelligence actions inside Dealtree.
These actions usually require Dealtree to collect, process, analyze, or generate account-related information. Credits help track how much intelligence work your workspace is using.

## Credit Cost per Action

* Person credit: 7 per person
* Org chart: 100
* Buying committee: 21
* Action plan: 8

## What Credit Usage Means

Credit usage means that a certain amount of credits may be deducted from your workspace balance when you perform specific actions.
For example, credits may be used when you:

* Generate an org chart
* Sync organization data
* Map a buying committee
* Generate an action plan
* Run account intelligence workflows
* Enrich or process stakeholder information
  The exact number of credits used may depend on the action performed and the amount of data involved.

## Where Credits Are Used

Credits are mainly used inside account-level workflows.
These workflows may include:

### Org Chart Generation

When you generate or sync an org chart, Dealtree may use credits to collect and organize stakeholder data for the selected company.

### Buying Committee Mapping

When you generate a buying committee, Dealtree may use credits to analyze stakeholders and identify roles such as economic buyer, champion, end user, technical buyer, blocker, and procurement or legal.

### Action Plan Generation

When you generate an action plan, Dealtree may use credits to analyze the account context, seller context, org chart, buying committee, and notes to create recommended tasks.

### Organization Sync

When you sync organization data, Dealtree may use credits to refresh or update account and stakeholder information.

## How to Check Your Credit Balance

You can check your available credits from the **Billing** section.

### Step 1: Go to Billing

From the left sidebar, click **Billing**.

### Step 2: Review Available Credits

On the Billing Dashboard, review your available credits, included credits, and purchased credits.
This helps you understand how many credits are left before running new account intelligence actions.

## Why Credit Usage Matters

Credit usage helps you plan your account intelligence work.
Before generating intelligence for multiple accounts, you should review your available credit balance. This is especially important if your team is using Dealtree across several accounts at the same time.
Tracking credit usage helps you:

* Avoid running out of credits unexpectedly
* Plan which accounts to prioritize
* Understand workspace usage
* Decide when to buy additional credits
* Manage team activity more effectively

## Example

If you create a new account and generate an org chart, Dealtree may use credits for that action.
If you then generate a buying committee and action plan for the same account, additional credits may be used for those actions.
This means a complete account intelligence workflow may use more credits than a single action.

## Important Notes

* Credits are shared across the workspace.
* Team members may use credits from the same credit balance.
* Different actions may use different amounts of credits.
* Larger or more complex accounts may require more processing.
* If your credits are low, you may need to purchase additional credits or upgrade your plan.
* Review your credit balance before generating intelligence for multiple accounts.

## Next Step

After understanding how credits are used, review your available credit balance from the Billing Dashboard before creating new accounts or running account intelligence workflows.


# 11.7 Buying Additional Credits
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-7-buying-additional-credits

11.7 Buying Additional Credits

Buying Additional Credits allows you to continue using Dealtree when your included credits are low or already used.
Additional credits are useful when your team is working on more accounts, generating more org charts, mapping more buying committees, or creating more action plans than your current plan credits can support.

## Pre-conditions

Before buying additional credits, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Billing** section from the sidebar
* Permission to manage billing or purchase credits
* Reviewed your current available credit balance

## Steps to Buy Additional Credits

### Step 1: Go to Billing

From the left sidebar, click **Billing**.
This will open the Billing Dashboard.

### Step 2: Review Available Credits

Check your current credit balance before buying more credits.
You may see details such as:

* Available credits
* Included credits
* Purchased credits
* Current plan
  This helps you understand how many credits you currently have and whether you need more.

### Step 3: Find the Credit Purchase Option

On the Billing Dashboard, look for the option to buy or add more credits.
This may appear as **Buy Credits**, **Add Credits**, or a similar button depending on your workspace setup.

### Step 4: Select a Credit Package

Choose the credit package that fits your expected usage.
If your team is planning to work on multiple accounts, choose a package that can support upcoming org chart generation, buying committee mapping, and action plan creation.

### Step 5: Complete Payment

Follow the payment steps to complete the purchase.
Once the payment is successful, the purchased credits will be added to your workspace balance.

### Step 6: Confirm Credit Balance

After purchasing credits, return to the Billing Dashboard and check your updated credit balance.
Your additional credits should appear under **Purchased Credits** or be reflected in your total available credits.

## When Should You Buy Additional Credits?

You may need to buy additional credits when:

* Your available credits are low
* You want to generate intelligence for more accounts
* Your team is actively prospecting
* You are preparing for several active opportunities
* You need more org chart syncs
* You need more buying committee or action plan generations
* Your included credits are not enough for your current workflow

## Important Notes

* Additional credits are added separately from your included plan credits.
* Team members may use credits from the same workspace balance.
* Make sure you review your credit balance before running large account intelligence workflows.
* If your team regularly needs extra credits, you may want to review your current plan.
* Credit usage may vary depending on the action performed and the amount of account data processed.

## Next Step

After buying additional credits, return to your account workspace and continue generating org charts, buying committees, or action plans as needed.


# 11.8 Upgrading or Managing Subscription
Source: https://docs.dealtree.io/user-guide/billing-and-credits/11-8-upgrading-managing-subscription

11.8 Upgrading or Managing Subscription

Upgrading or managing your subscription helps you adjust your Dealtree workspace based on your team size, credit usage, and account intelligence needs.
You may need to manage your subscription when your trial is ending, your team needs more seats, your credits are running low, or your current plan no longer matches your usage.

## Pre-conditions

Before upgrading or managing your subscription, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Billing** section from the sidebar
* Permission to manage billing or subscription settings
* Reviewed your current plan, credit balance, and seat usage

## Steps to Upgrade or Manage Subscription

### Step 1: Go to Billing

From the left sidebar, click **Billing**.
This will open the Billing Dashboard.

### Step 2: Review Your Current Plan

Check your current plan details.
Review information such as:

* Plan name
* Trial status
* Trial expiry date
* Included credits
* Purchased credits
* Available credits
* Seats used
* Seat limit
  This helps you understand whether your current plan is enough for your workspace.

### Step 3: Check Your Usage Needs

Before making changes, review how your team is using Dealtree.
You may need to upgrade or adjust your subscription if:

* Your trial is about to expire
* You need more seats for team members
* Your included credits are not enough
* Your team is working on more accounts
* You need more frequent org chart generation
* You regularly generate buying committees and action plans
* You want more capacity for account intelligence workflows

### Step 4: Select a Subscription Option

Look for the available subscription management option in the Billing section.
This may appear as:

* **Upgrade Plan**
* **Manage Subscription**
* **Change Plan**
* **Update Billing**
* **Buy Credits**
  Choose the option that matches what you want to do.

### Step 5: Complete the Subscription Update

Follow the instructions on the billing page to complete the update.
Depending on the action, you may need to confirm a new plan, update payment information, or complete checkout.

### Step 6: Confirm the Updated Plan

After updating your subscription, return to the Billing Dashboard.
Check that your plan, credits, and seat limits have been updated correctly.

## When Should You Upgrade?

You should consider upgrading your subscription when your current plan does not support your team’s workflow anymore.
Common reasons include:

* You want to invite more team members
* You are working on more target accounts
* You are running out of credits frequently
* Your team needs more account intelligence capacity
* Your trial period is ending
* You want to continue using Dealtree without interruption

## Managing Subscription vs Buying Credits

Depending on your usage, you may either upgrade your subscription or buy additional credits.

### Upgrade Subscription

Upgrade your subscription if you need a higher plan, more included credits, more seats, or broader workspace access.

### Buy Additional Credits

Buy additional credits if your plan is suitable, but you only need more usage for account intelligence actions.

## Important Notes

* Subscription options may vary based on your current plan, trial, or deal tier.
* Only users with billing permission may be able to manage subscriptions.
* Upgrading your plan may change your credit allowance and seat limits.
* Buying additional credits does not always change your plan or seat limit.
* Review your usage before choosing between upgrading and buying credits.
* If your trial expires or your credits run out, some Dealtree actions may become limited until your subscription or credits are updated.

## Next Step

After upgrading or managing your subscription, review your Billing Dashboard to confirm your plan, available credits, and seat limits before continuing with account intelligence workflows.


# 7. Buying Committee
Source: https://docs.dealtree.io/user-guide/buying-committee

7. Buying Committee

<page>**7.1 Buying Committee Overview**</page>
<page>**7.2 Generate Buying Committee**</page>
<page>**7.3 Understanding Buying Committee Roles**</page>
<page>**7.4 Economic Buyer**</page>
<page>7.5 Champion</page>
<page>**7.6 End User**</page>
<page>7.7 Technical Buyer</page>
<page>7.8 Blocker</page>
<page>**7.9 Procurement or Legal**</page>
<page>**7.10 Understanding Confidence Scores**</page>
<page>7.11 What to Do When a Role Is Not Covered</page>


# 7.1 Buying Committee Overview
Source: https://docs.dealtree.io/user-guide/buying-committee/7-1-buying-committee-overview

7.1 Buying Committee Overview

The Buying Committee helps you understand who may be involved in the buying decision for a specific account.
In B2B sales, deals are usually influenced by more than one person. Even if you are speaking with a single contact, there may be other people involved behind the scenes, such as decision-makers, technical evaluators, end users, blockers, and procurement or legal teams.
Dealtree helps you map these roles so you can understand who matters, which roles are covered, and where you may need more stakeholder engagement.

## Pre-conditions

Before using the Buying Committee, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Added account notes, if you already have deal-specific context

## What is the Buying Committee?

The Buying Committee is a role-based view of the people who may influence a deal.
Instead of only showing a list of stakeholders, Dealtree groups people by their likely role in the buying process.
The main buying committee roles include:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  Each role helps you understand a different part of the decision-making process.

## Why the Buying Committee Matters

A deal can slow down or fail when important stakeholders are missing from the conversation.
For example, you may have a strong champion, but the economic buyer may not be involved yet. Or the end users may like your product, but the technical buyer may need to approve security, data quality, or implementation.
The Buying Committee helps you:

* Identify key people in the deal
* Understand who may approve the purchase
* Find your champion
* Spot possible blockers
* Check whether technical evaluation is needed
* Identify missing procurement or legal involvement
* Build a stronger multi-threaded sales strategy
* Reduce the risk of relying on one contact

## Buying Committee Roles

### Economic Buyer

The Economic Buyer is the person who may control the budget or make the final purchase decision.
This person usually has authority over spending, business priorities, or strategic approval.

### Champion

The Champion is the person who supports your solution internally and may help you navigate the account.
A strong champion can introduce you to other stakeholders, explain the decision process, and help move the deal forward.

### End User

The End User is the person or team that may use your product or service after purchase.
Understanding end users helps you connect your solution to practical day-to-day problems.

### Technical Buyer

The Technical Buyer evaluates whether your product or service fits technical, operational, security, data, or implementation requirements.
This role is especially important for software, data, infrastructure, and integration-heavy products.

### Blocker

The Blocker is a person who may slow down, challenge, or oppose the deal.
A blocker may raise concerns about budget, timing, priority, technical fit, risk, or internal change.

### Procurement or Legal

Procurement or Legal may get involved when the deal moves closer to purchase.
They may review pricing, contracts, compliance, terms, vendor approval, or purchasing process requirements.

## What You Can See in the Buying Committee

Depending on the available account data, Dealtree may show:

* Buying committee role
* Mapped stakeholder
* Job title
* Role coverage
* Confidence level
* Reasoning behind the recommendation
* Missing or uncovered roles
  This helps you quickly understand which parts of the buying committee are complete and which areas need more work.

## Steps to Access the Buying Committee

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.
This opens the buying committee view for that specific account.

### Step 5: Review the Mapped Roles

Review each buying committee role and check whether Dealtree has mapped a stakeholder to it.
Pay attention to covered roles, missing roles, confidence levels, and recommendation reasoning.

## What to Do After Reviewing the Buying Committee

After reviewing the Buying Committee, you can:

* Add notes about known stakeholders
* Review the Org Chart for missing people
* Add missing stakeholders manually
* Sync the organization if people data looks outdated
* Generate or update the Action Plan
* Plan outreach to uncovered or under-engaged roles
* Ask your champion to confirm the decision process

## Important Notes

* The Buying Committee is specific to each account.
* Results depend on Seller Context, account notes, and available org chart data.
* Add useful notes before generating or reviewing the Buying Committee.
* If a role is not covered, it does not always mean that role does not exist. It may mean Dealtree does not have enough information yet.
* Review the Buying Committee before generating the Action Plan.
* Use the Buying Committee as a sales planning tool, not just a contact list.


# 7.10 Understanding Confidence Scores
Source: https://docs.dealtree.io/user-guide/buying-committee/7-10-confidence-scores

7.10 Understanding Confidence Scores

Confidence Scores help you understand how strongly Dealtree believes a stakeholder matches a buying committee role.
When Dealtree maps someone as an Economic Buyer, Champion, End User, Technical Buyer, Blocker, or Procurement or Legal contact, it may also show a confidence level. This gives you a quick signal about how reliable the recommendation may be based on the available account data, org chart, Seller Context, and notes.

## Pre-conditions

Before reviewing Confidence Scores, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee

## What is a Confidence Score?

A Confidence Score shows how confident Dealtree is when assigning a stakeholder to a buying committee role.
For example, if Dealtree maps a CEO as the Economic Buyer, the confidence may be higher because the person likely has decision-making authority.
If Dealtree maps someone as a Champion based on limited information, the confidence may be lower because Champion status often depends on real deal context, not just job title.

## Why Confidence Scores Matter

Confidence Scores help you decide how much validation is needed before acting on a recommendation.
A high-confidence recommendation may be a strong signal that the stakeholder fits the role. A lower-confidence recommendation may still be useful, but it should be reviewed more carefully.
Confidence Scores help you:

* Prioritize which roles to validate first
* Understand how reliable a role match may be
* Identify where more account context is needed
* Decide when to add notes or manually update stakeholders
* Avoid treating every recommendation as final
* Improve your sales strategy with better judgment

## How Dealtree Calculates Confidence

Dealtree uses multiple signals to estimate confidence.
These may include:

* Job title
* Department
* Seniority
* Company structure
* Seller Context
* Account notes
* Available stakeholder data
* Relationship to the buying role
* Relevance to your product or service
  For example, if your Seller Context says you sell a sales intelligence platform, Dealtree may assign higher confidence to revenue, sales, growth, RevOps, or leadership stakeholders for certain buying committee roles.

## How to Review Confidence Scores

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Review Each Buying Committee Role

Look through the mapped roles, such as Economic Buyer, Champion, End User, Technical Buyer, Blocker, and Procurement or Legal.

### Step 4: Check the Confidence Level

Review the confidence level shown for each mapped stakeholder.
This helps you understand how strongly Dealtree recommends that stakeholder for the selected role.

### Step 5: Read the Reasoning

If reasoning is available, review why Dealtree selected that stakeholder.
The reasoning can help you understand whether the recommendation is based on title, department, seniority, notes, or other account signals.

### Step 6: Validate with Real Account Context

Use your own knowledge, sales conversations, notes, and stakeholder research to confirm whether the recommendation makes sense.

## How to Use Confidence Scores

Use Confidence Scores as a guide for account planning.
For example:

* If the Economic Buyer has high confidence, prepare business value messaging for that person.
* If the Champion has low confidence, ask your current contact who is actually supporting the deal internally.
* If the Technical Buyer has medium confidence, confirm whether technical approval is required.
* If Procurement or Legal is missing or low confidence, ask when purchasing or contract review happens.
* If a Blocker has low confidence, treat it as a possible risk, not a confirmed blocker.
  Confidence Scores should help you decide what to verify next.

## What to Do with Low Confidence Scores

A low Confidence Score does not always mean the recommendation is wrong. It usually means more context may be needed.
You can improve confidence by:

* Adding clear account notes
* Updating Seller Context
* Syncing the organization
* Reviewing stakeholder profiles
* Adding missing stakeholders manually
* Editing incorrect stakeholder details
* Confirming roles with your Champion
* Regenerating the Buying Committee after adding more context

## Example

If Dealtree maps a CEO as the Economic Buyer with high confidence, that may be because the CEO has strong authority over budget and company priorities.
If Dealtree maps a sales manager as a Champion with medium confidence, that may be because their title and department are relevant, but Dealtree may need notes or sales context to confirm whether they are actively supporting the deal.
If Dealtree cannot identify Procurement or Legal with confidence, it may mean those stakeholders are not visible in the org chart or have not been mentioned in your notes.

## Important Notes

* Confidence Scores are signals, not final decisions.
* Always review the reasoning before acting on a recommendation.
* A high score still needs validation through real conversations.
* A low score may improve when you add better notes or update stakeholder data.
* Confidence depends on the quality of Seller Context, org chart data, and account notes.
* Use Confidence Scores to decide what to verify, who to engage, and where more account research is needed.


# 7.11 What to Do When a Role Is Not Covered
Source: https://docs.dealtree.io/user-guide/buying-committee/7-11-role-not-covered

7.11 What to Do When a Role Is Not Covered

A buying committee role is marked as not covered when Dealtree cannot confidently map a stakeholder to that role.
This does not always mean the role does not exist. It usually means there is not enough available information yet from the org chart, Seller Context, account notes, or stakeholder data to identify the right person.

## Pre-conditions

Before reviewing uncovered roles, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee

## What Does “Not Covered” Mean?

“Not covered” means Dealtree has not found a strong enough match for a specific buying committee role.
For example, Dealtree may not be able to identify:

* The Economic Buyer
* The Champion
* The End User
* The Technical Buyer
* The Blocker
* Procurement or Legal
  This can happen when the account data is limited, the org chart is incomplete, the stakeholder is not visible, or your notes do not yet include enough deal context.

## Why Uncovered Roles Matter

Uncovered roles can point to gaps in your account strategy.
For example:

* If the Economic Buyer is not covered, you may not know who controls the budget.
* If the Champion is not covered, you may not have a strong internal supporter.
* If the End User is not covered, you may not know who will use the product.
* If the Technical Buyer is not covered, technical approval may appear later as a surprise.
* If the Blocker is not covered, hidden objections may still exist.
* If Procurement or Legal is not covered, the deal may slow down near closing.
  These gaps help you decide what to investigate next.

## Steps to Handle an Uncovered Role

### Step 1: Review the Missing Role

Open the **Buying Committee** tab and identify which role is not covered.
Look at the role carefully and ask what kind of stakeholder would usually fit that role for your product or service.

### Step 2: Check Your Seller Context

Go to the **Seller** section and review your product name, category, and description.
Make sure your Seller Context clearly explains what you sell, who uses it, and what problem it solves.
A clear Seller Context helps Dealtree identify more relevant stakeholders.

### Step 3: Review the Org Chart

Open the **Org Chart** tab and review the Master Org Chart.
Look for stakeholders who may match the uncovered role based on job title, seniority, department, or relevance to your product.

### Step 4: Browse Relevant Departments

Use department views to focus on teams that may be connected to the missing role.
For example:

* For Economic Buyer, review leadership, revenue, finance, or department heads.
* For Champion, review people close to the business problem.
* For End User, review the team that would use the product daily.
* For Technical Buyer, review technical, systems, IT, product, engineering, security, RevOps, or operations teams.
* For Procurement or Legal, review finance, procurement, legal, compliance, or operations teams.
* For Blocker, review stakeholders who may be affected by cost, risk, implementation, or workflow change.

### Step 5: Add Missing Stakeholders

If you know a relevant stakeholder who is not listed in the org chart, add them manually.
Include as much accurate information as possible, such as name, title, department, and LinkedIn profile URL if available.

### Step 6: Add Account Notes

Use the **Notes** tab to add any known context about the missing role.
For example:
`The VP Sales likely owns the budget, but we need to confirm with our champion.`
Or:
`Procurement has not been introduced yet. Champion said finance usually reviews vendor approval after technical sign-off.`
Clear notes help Dealtree understand the account better.

### Step 7: Ask Your Champion

If you have a Champion or main contact, ask them to clarify the missing role.
You can ask:

* Who owns the budget for this?
* Who will use this day to day?
* Who needs to approve technical fit?
* Who usually reviews contracts or vendor approval?
* Who might have concerns about this?
* Who else should be involved before we move forward?

### Step 8: Regenerate the Buying Committee

After updating Seller Context, syncing organization data, adding stakeholders, or adding notes, regenerate the Buying Committee.
This allows Dealtree to use the updated information and try to map the previously uncovered role.

## What to Do by Role

### If the Economic Buyer Is Not Covered

Find out who controls the budget or final approval.
Review senior leaders, department heads, founders, VPs, or business unit owners. Ask your Champion who needs to approve the purchase.

### If the Champion Is Not Covered

Look for someone who feels the pain strongly and is willing to help you internally.
A Champion should be more than interested. They should help you understand the account, introduce stakeholders, or push the deal forward.

### If the End User Is Not Covered

Identify the people or team who will use the product after purchase.
Ask your main contact who experiences the problem daily and who will be responsible for adoption.

### If the Technical Buyer Is Not Covered

Check whether technical approval is required.
Review technical, operations, systems, IT, security, product, engineering, or RevOps stakeholders depending on your product.

### If the Blocker Is Not Covered

Do not assume there are no blockers.
Ask your Champion who may object, what concerns may come up, and what could slow down the deal.

### If Procurement or Legal Is Not Covered

Ask when procurement or legal usually enters the buying process.
Review finance, procurement, legal, compliance, vendor management, or operations stakeholders.

## Important Notes

* “Not covered” is a signal to investigate, not a final answer.
* Missing roles are common in early account research.
* Add notes whenever you learn new information about a missing role.
* Use Sync Organization if the org chart looks outdated or incomplete.
* Add missing stakeholders manually when needed.
* Regenerate the Buying Committee after improving the account context.
* Use uncovered roles to guide your next sales questions and outreach strategy.


# 7.2 Generate Buying Committee
Source: https://docs.dealtree.io/user-guide/buying-committee/7-2-generate-buying-committee

7.2 Generate Buying Committee

Generate Buying Committee allows Dealtree to identify and organize the key roles that may influence a buying decision inside a specific account.
After the org chart is available and your seller context is set, Dealtree can analyze the account and map stakeholders into buying committee roles such as Economic Buyer, Champion, End User, Technical Buyer, Blocker, and Procurement or Legal.

## Pre-conditions

Before generating a buying committee, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Added account notes, if you already know important deal context
* Available credits, if buying committee generation requires credits in your plan

## Why Generate a Buying Committee?

In B2B sales, a deal usually involves multiple people. Even when one person is your main contact, other stakeholders may still influence approval, budget, technical evaluation, usage, procurement, or legal review.
Generating a buying committee helps you understand:

* Who may control the budget
* Who may support the deal internally
* Who may use the product
* Who may evaluate technical fit
* Who may block or slow down the deal
* Who may handle procurement, legal, or vendor approval
* Which roles are already covered
* Which roles are still missing
  This gives you a clearer view of the account before you plan outreach, follow-ups, demos, or deal strategy.

## Steps to Generate Buying Committee

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row where you want to generate the buying committee.
This opens the Account Workspace.

### Step 4: Review Seller Context

Before generating the buying committee, make sure your Seller Context is complete.
Seller Context helps Dealtree understand what you sell, who your product is for, and which stakeholders may be relevant to the buying process.

### Step 5: Review or Sync the Org Chart

Open the **Org Chart** tab and check whether the organization data is available and up to date.
If the org chart is missing or outdated, use **Sync Organization** to refresh the people data for that account.

### Step 6: Add Important Account Notes

Open the **Notes** tab and add any known deal context before generating the buying committee.
For example:
`Salman Saafi is our champion and is helping us understand the internal approval process.`
Useful notes can help Dealtree produce better buying committee recommendations.

### Step 7: Open the Buying Committee Tab

Click the **Buying Committee** tab inside the Account Workspace.
This opens the buying committee section for that account.

### Step 8: Click Generate Buying Committee

Click the **Generate Buying Committee** button.
Dealtree will analyze the seller context, org chart, stakeholder data, and account notes to map likely buying committee roles.

### Step 9: Review the Results

Once generation is complete, review each buying committee role.
Check:

* Mapped stakeholder
* Job title
* Role coverage
* Confidence level
* Reasoning
* Missing or uncovered roles

## What Happens After Generation

After the buying committee is generated, Dealtree organizes stakeholders into key buying roles.
These may include:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  Each role helps you understand how the account may make a buying decision and who you may need to engage next.

## What to Do After Generating the Buying Committee

After reviewing the generated buying committee, you can:

* Confirm the mapped roles with your champion
* Add missing stakeholders manually
* Add notes about known relationships or risks
* Review uncovered roles
* Sync the organization if people data looks incomplete
* Generate an Action Plan
* Plan multi-threaded outreach based on the mapped roles

## Important Notes

* Complete Seller Context before generating the buying committee.
* Add known account notes before generation to improve the quality of results.
* The buying committee depends on available org chart and stakeholder data.
* If a role is not covered, it may mean Dealtree does not have enough information yet.
* If stakeholder data looks outdated, use Sync Organization before generating.
* Buying committee generation may use credits depending on your plan.
* Review the results carefully before using them in outreach or deal planning.


# 7.3 Understanding Buying Committee Roles
Source: https://docs.dealtree.io/user-guide/buying-committee/7-3-buying-committee-roles

7.3 Understanding Buying Committee Roles

Buying Committee Roles help you understand how different stakeholders may influence a deal.
In B2B sales, each person involved in the buying process may play a different role. Some people control budget, some evaluate technical fit, some use the product, some support the deal internally, and some may slow it down.
Dealtree organizes stakeholders into buying committee roles so you can plan your sales strategy with more clarity.

## Pre-conditions

Before reviewing buying committee roles, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee

## What Are Buying Committee Roles?

Buying Committee Roles describe the part each stakeholder may play in the buying decision.
Instead of treating every stakeholder the same way, Dealtree helps you understand whether someone may be a decision-maker, champion, user, evaluator, blocker, or procurement/legal contact.
The main buying committee roles in Dealtree are:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  Each role gives you a different signal about how to approach the account.

## Economic Buyer

The Economic Buyer is the person who may control the budget or approve the purchase.
This person usually has authority over spending, business priorities, or final decision-making. In smaller companies, this may be the founder, CEO, or department head. In larger companies, it may be a VP, director, business unit leader, or budget owner.
You should identify the Economic Buyer because a deal may not move forward without their approval.

## Champion

The Champion is the person who supports your solution internally.
A Champion may believe in the value of your product and help you navigate the account. They can introduce you to other stakeholders, explain the internal decision process, share objections, and help create momentum.
A strong Champion is often one of the most important people in the deal because they can advocate for you when you are not in the room.

## End User

The End User is the person or team that may use your product or service after purchase.
End Users can help you understand practical pain points, daily workflows, and product requirements. Even if they do not control the budget, their feedback can influence whether the solution is accepted internally.
Understanding End Users helps you connect your product to real work and measurable outcomes.

## Technical Buyer

The Technical Buyer evaluates whether your product or service is technically suitable for the company.
This person may care about security, integrations, data quality, implementation, compliance, scalability, or technical fit. For software and data products, the Technical Buyer can have strong influence over whether the deal moves forward.
You should engage the Technical Buyer early when technical approval may be required.

## Blocker

The Blocker is a person who may slow down, challenge, or oppose the deal.
A Blocker may raise concerns about budget, timing, risk, product fit, technical limitations, internal priorities, or change management. Sometimes blockers are obvious. Other times, they may influence the deal quietly behind the scenes.
Identifying possible blockers helps you prepare for objections before they stop the deal.

## Procurement or Legal

Procurement or Legal stakeholders usually become involved when the deal moves closer to purchase.
They may review contracts, pricing, compliance, vendor approval, payment terms, data processing agreements, or legal requirements. These stakeholders may not evaluate product value directly, but they can affect timing and deal completion.
Identifying Procurement or Legal early helps you avoid late-stage surprises.

## How to Use Buying Committee Roles

Use buying committee roles to decide your next sales actions.
For example:

* If the Economic Buyer is missing, ask your Champion who owns the budget.
* If the Champion is weak, look for another internal supporter.
* If the Technical Buyer is not involved, check whether technical approval is required.
* If End Users are missing, find the team that will use the product day to day.
* If a Blocker is identified, prepare a response to their likely concerns.
* If Procurement or Legal is missing, ask when they usually enter the process.
  This helps you turn stakeholder mapping into a clear account strategy.

## Important Notes

* A single stakeholder may influence more than one buying role.
* Not every account will have every role clearly identified.
* If a role is not covered, it may mean more research is needed.
* Buying committee roles depend on your Seller Context, org chart data, and account notes.
* Use Notes to add context when you know a stakeholder’s actual role in the deal.
* Review buying committee roles before generating the Action Plan.
* Treat the Buying Committee as a guide for account planning, not as a final decision without review.


# 7.4 Economic Buyer
Source: https://docs.dealtree.io/user-guide/buying-committee/7-4-economic-buyer

7.4 Economic Buyer

The Economic Buyer is the stakeholder who may control the budget or approve the final purchase decision for an account.
In many B2B deals, this person has the authority to decide whether the company should spend money on your product or service. Even if they are not involved in every conversation, their approval may be required before the deal can move forward.

## Pre-conditions

Before reviewing the Economic Buyer, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee

## What is an Economic Buyer?

An Economic Buyer is the person who has budget authority or strong influence over the purchase decision.
Depending on the company size and structure, the Economic Buyer may be:

* CEO
* Founder
* VP
* Department Head
* Business Unit Leader
* Revenue Leader
* Operations Leader
* Budget Owner
  For smaller companies, the Economic Buyer may be the founder or CEO. For larger companies, it may be a VP, director, or department leader who owns the budget for the problem your product solves.

## Why the Economic Buyer Matters

The Economic Buyer matters because they can approve, reject, delay, or prioritize the purchase.
You may have strong interest from users or managers, but if the Economic Buyer is not aligned, the deal can still stall.
Identifying the Economic Buyer helps you understand:

* Who owns the budget
* Who has final approval authority
* Who needs to understand the business value
* Who may compare your product against other priorities
* Who can move the deal forward internally

## How Dealtree Identifies the Economic Buyer

Dealtree uses account data, org chart information, stakeholder titles, seller context, and notes to suggest who may be the Economic Buyer.
For example, if your product is a sales intelligence platform, Dealtree may look for senior stakeholders in sales, revenue, growth, operations, or leadership roles.
If you add notes about budget ownership or decision-making authority, Dealtree can use that context to improve the recommendation.

## How to Review the Economic Buyer in Dealtree

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Find the Economic Buyer Role

Look for the **Economic Buyer** section in the buying committee view.

### Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning.
This helps you understand why Dealtree suggested this person as the Economic Buyer.

### Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether the suggested person is likely to control or influence the budget.

## What to Do If the Economic Buyer Is Identified

If Dealtree identifies an Economic Buyer, review how involved they are in the deal.
You can then:

* Ask your champion how the Economic Buyer is involved
* Confirm whether this person owns the budget
* Prepare business value messaging for them
* Understand their priorities and success metrics
* Plan a path to engage them directly or indirectly
* Add notes about their role in the deal

## What to Do If the Economic Buyer Is Missing

If the Economic Buyer is not covered, it does not always mean the role does not exist. It may mean Dealtree does not have enough information yet.
You can take the following actions:

* Review the Org Chart for senior leaders or budget owners
* Browse relevant departments
* Ask your champion who owns the budget
* Add missing stakeholders manually
* Add notes if you know who may approve the purchase
* Sync the organization if the people data looks outdated
* Regenerate the Buying Committee after adding more context

## Example

If you are selling a sales intelligence platform, the Economic Buyer may be a VP of Sales, Head of Revenue, CRO, CEO, or founder.
If you are selling a technical product, the Economic Buyer may be a CTO, Head of Engineering, CIO, or technical department leader.
The right Economic Buyer depends on what you sell, who owns the problem, and who controls the budget inside that account.

## Important Notes

* The Economic Buyer may not always be your main contact.
* A champion can support the deal, but the Economic Buyer may still need to approve the purchase.
* The Economic Buyer may care more about business outcomes than product features.
* If the Economic Buyer is missing, make it a priority to identify them early.
* Use Notes to capture any information about budget ownership or approval authority.
* Review the Economic Buyer before generating or following the Action Plan.


# 7.5 Champion
Source: https://docs.dealtree.io/user-guide/buying-committee/7-5-champion

7.5 Champion

The Champion is the stakeholder who supports your solution internally and helps move the deal forward.
A Champion usually understands the problem your product solves, believes your solution can help, and is willing to guide you through the account. They may introduce you to other stakeholders, explain the buying process, share internal context, and advocate for your product when you are not in the room.

## Pre-conditions

Before reviewing the Champion, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Added account notes, if you already know your Champion
* Generated the Buying Committee

## What is a Champion?

A Champion is an internal supporter inside the account.
This person may not always control the budget, but they can strongly influence the deal by helping you understand the organization, the decision process, and the people involved.
A Champion may help you:

* Understand the account’s pain points
* Confirm who is involved in the buying decision
* Introduce you to the Economic Buyer
* Explain technical or procurement requirements
* Share internal objections or risks
* Help build urgency for your solution
* Support your product internally
  A strong Champion can make a major difference in complex B2B deals.

## Why the Champion Matters

The Champion matters because they can help you navigate the account from the inside.
In many deals, you may not have full visibility into internal discussions, priorities, objections, or decision-making steps. A Champion can help close that gap.
A good Champion can tell you:

* Who owns the problem
* Who controls the budget
* Who may block the deal
* Who needs to approve the purchase
* What objections are being discussed internally
* What timeline the team is working toward
* What needs to happen before the deal can close
  Without a Champion, it is easier to lose visibility and get stuck with surface-level interest.

## How Dealtree Identifies the Champion

Dealtree uses account data, stakeholder information, Seller Context, buying committee logic, and account notes to suggest who may be the Champion.
Notes are especially useful for identifying Champions.
For example, if you add a note like:
`Salman Saafi is our champion and is helping us understand the internal buying process.`
Dealtree can use that context when mapping the Champion role.

## How to Review the Champion in Dealtree

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Find the Champion Role

Look for the **Champion** section in the buying committee view.

### Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning.
This helps you understand why Dealtree suggested this person as the Champion.

### Step 5: Validate the Recommendation

Use your own account knowledge, previous conversations, notes, and stakeholder research to confirm whether this person is truly supporting your solution internally.

## What to Do If the Champion Is Identified

If Dealtree identifies a Champion, review how strong that Champion is.
You can then:

* Ask them to confirm the decision process
* Ask who else needs to be involved
* Ask whether they can introduce you to the Economic Buyer
* Understand what internal objections they are hearing
* Ask what business outcome matters most to the team
* Add notes about their influence and next steps
* Use them to support multi-threading across the account
  A Champion should not only like your product. They should be willing to help you move the deal forward.

## What to Do If the Champion Is Missing

If the Champion role is not covered, you may need to identify or develop one.
You can take the following actions:

* Review the Org Chart for stakeholders closest to the problem
* Look for people who may benefit directly from your solution
* Review previous conversations for signs of internal support
* Add notes if you already know someone who is helping the deal
* Ask your current contact who is most invested in solving the problem
* Build trust with an engaged stakeholder before asking for introductions
* Regenerate the Buying Committee after adding more context

## Signs of a Strong Champion

A strong Champion usually does more than show interest.
Look for signs such as:

* They explain the internal decision process
* They introduce you to other stakeholders
* They share honest feedback and objections
* They help you understand business priorities
* They push for next steps internally
* They prepare others before meetings
* They tell you what needs to happen to win the deal

## Example

If you are selling an account intelligence platform, your Champion may be a sales leader, RevOps manager, founder, or sales team member who feels the pain of manual account research and wants to improve the sales process.
They may not always be the final decision-maker, but they can help you reach the Economic Buyer, validate the business case, and navigate internal approval.

## Important Notes

* A Champion is not the same as a friendly contact.
* A real Champion should have influence and willingness to help.
* A Champion may not control the budget, but they can help you reach the person who does.
* Use Notes to clearly mark known Champions and explain their role.
* If the Champion is weak, look for another internal supporter.
* Review the Champion before generating or following the Action Plan.


# 7.6 End User
Source: https://docs.dealtree.io/user-guide/buying-committee/7-6-end-user

7.6 End User

The End User is the person or team that will use your product or service after the purchase.
End Users may not always control the budget or sign the contract, but they can strongly influence the buying decision because they understand the daily problem your solution is expected to solve.

## Pre-conditions

Before reviewing the End User, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee

## What is an End User?

An End User is the stakeholder who will directly use the product or service in their daily workflow.
For example, if you sell a sales intelligence platform, the End Users may be SDRs, AEs, RevOps team members, founders, consultants, or sales managers.
If you sell a technical tool, the End Users may be engineers, product managers, IT teams, analysts, or operations teams.
The End User helps you understand the real workflow, pain points, requirements, and expected outcomes.

## Why the End User Matters

The End User matters because they experience the problem directly.
Even if they are not the final decision-maker, their feedback can influence whether the company chooses your product, delays the purchase, or looks for another solution.
End Users can help you understand:

* The current workflow
* Daily pain points
* Manual work or inefficiencies
* Product requirements
* Adoption risks
* Usability expectations
* Internal objections
* Success criteria
  When End Users clearly feel the pain your product solves, they can help build internal urgency.

## How Dealtree Identifies the End User

Dealtree uses your Seller Context, org chart data, stakeholder titles, departments, and account notes to suggest who may be the End User.
For example, if your Seller Context says you sell a tool for sales teams, Dealtree may look for stakeholders in sales, revenue, growth, RevOps, or related teams.
If your notes mention that a specific team will use the product, Dealtree can use that context when mapping the End User role.

## How to Review the End User in Dealtree

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Find the End User Role

Look for the **End User** section in the buying committee view.

### Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning.
This helps you understand why Dealtree suggested this person as the End User.

### Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether the suggested person or team would actually use the product.

## What to Do If the End User Is Identified

If Dealtree identifies an End User, use that information to understand the practical side of the deal.
You can then:

* Ask about their current workflow
* Learn what problem they want solved
* Understand what success looks like for them
* Ask what tools or processes they use today
* Identify adoption concerns
* Collect use cases for the business case
* Add notes about their pain points and requirements
  End User feedback can help you make the deal more concrete and easier to justify internally.

## What to Do If the End User Is Missing

If the End User role is not covered, you may need to identify who will use the product after purchase.
You can take the following actions:

* Review the Org Chart for relevant departments
* Browse teams that match your product category
* Ask your Champion who will use the product day to day
* Add missing End User stakeholders manually
* Add notes if you already know which team will use the product
* Sync the organization if people data looks outdated
* Regenerate the Buying Committee after adding more context

## Questions to Ask the End User

When speaking with an End User, ask questions that reveal workflow, pain, and adoption requirements.
For example:

* How are you handling this process today?
* What part of the workflow takes the most time?
* What happens when this problem is not solved?
* Who else is affected by this issue?
* What would make a new solution easy to adopt?
* What would make this solution valuable for your team?
* What concerns would your team have before using it?
  These answers can help you strengthen your messaging and action plan.

## Example

If you are selling Dealtree to a sales team, the End User may be an SDR, AE, sales manager, founder, or consultant who needs to research accounts, map stakeholders, and prepare deal strategy.
They may not approve the purchase, but their feedback can influence whether the Economic Buyer believes the product is worth buying.

## Important Notes

* End Users may not control the budget, but they can influence the buying decision.
* End User feedback helps you understand real pain and adoption risk.
* A product that solves a clear End User problem is easier to justify internally.
* Use Notes to capture End User pain points, workflows, and requirements.
* If End Users are missing, ask your Champion who will use the product day to day.
* Review the End User role before generating or following the Action Plan.


# 7.7 Technical Buyer
Source: https://docs.dealtree.io/user-guide/buying-committee/7-7-technical-buyer

7.7 Technical Buyer

The Technical Buyer is the stakeholder who evaluates whether your product or service is technically suitable for the company.
This person may not always control the budget, but they can strongly influence whether the deal moves forward. Their approval may be required when the solution involves software, data, integrations, security, compliance, implementation, or technical workflows.

## Pre-conditions

Before reviewing the Technical Buyer, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee

## What is a Technical Buyer?

A Technical Buyer is the stakeholder who reviews the technical side of the purchase.
They may evaluate whether your product is safe, reliable, compatible, scalable, and practical to implement inside the company.
Depending on what you sell, the Technical Buyer may be someone from:

* Engineering
* Product
* IT
* Security
* Data
* Operations
* Technical leadership
* RevOps or SalesOps
  For example, if you sell a software product, the Technical Buyer may want to understand integrations, data handling, security, implementation effort, and technical limitations.

## Why the Technical Buyer Matters

The Technical Buyer matters because technical concerns can slow down or block a deal, even when the business team is interested.
A stakeholder may like the business value of your product, but the deal may still require technical approval before purchase.
The Technical Buyer can influence questions such as:

* Is the product secure?
* Does it integrate with our existing tools?
* How difficult is implementation?
* What data does the product use?
* Is the data reliable?
* Does this meet internal technical requirements?
* Are there compliance or privacy concerns?
* Will the team need technical support to use it?
  Identifying the Technical Buyer early helps you prepare for these questions before they become late-stage blockers.

## How Dealtree Identifies the Technical Buyer

Dealtree uses your Seller Context, org chart data, stakeholder titles, departments, and notes to suggest who may be the Technical Buyer.
For technical products, Dealtree may look for stakeholders in engineering, product, IT, security, data, or technical leadership roles.
For sales or revenue tools, the Technical Buyer may also come from RevOps, SalesOps, systems, or operations teams if they are responsible for evaluating tools, workflows, or CRM-related processes.
If you add notes about technical evaluation, integrations, or security concerns, Dealtree can use that context when mapping the Technical Buyer role.

## How to Review the Technical Buyer in Dealtree

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Find the Technical Buyer Role

Look for the **Technical Buyer** section in the buying committee view.

### Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning.
This helps you understand why Dealtree suggested this person as the Technical Buyer.

### Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether the suggested person is likely to evaluate technical fit.

## What to Do If the Technical Buyer Is Identified

If Dealtree identifies a Technical Buyer, review what kind of technical approval may be needed.
You can then:

* Understand their technical concerns
* Prepare answers about security, data, integrations, and implementation
* Ask whether they need technical documentation
* Invite them to a technical walkthrough if needed
* Add notes about their requirements or objections
* Confirm whether their approval is required before purchase
* Include them in the action plan if they influence the deal
  Engaging the Technical Buyer at the right time can help prevent technical objections from appearing too late in the sales process.

## What to Do If the Technical Buyer Is Missing

If the Technical Buyer role is not covered, it may mean Dealtree does not have enough information yet, or the account does not have an obvious technical evaluator in the available org chart.
You can take the following actions:

* Review the Org Chart for technical, operations, or systems roles
* Browse departments such as Engineering, Product, IT, Security, Data, RevOps, or Operations
* Ask your Champion whether technical approval is required
* Ask who owns tool evaluation or implementation
* Add missing technical stakeholders manually
* Add notes if you already know who will review technical fit
* Sync the organization if people data looks outdated
* Regenerate the Buying Committee after adding more context

## Questions to Ask the Technical Buyer

When speaking with a Technical Buyer, ask questions that reveal technical requirements and possible risks.
For example:

* What technical requirements should we be aware of?
* Are there any security or data concerns we should address early?
* Does this need to integrate with your existing tools?
* Who owns implementation or setup?
* What would make this solution easy for your team to approve?
* Are there any compliance or vendor review steps?
* What technical risks usually slow down tool adoption here?
  These answers can help you prepare a stronger action plan and avoid late-stage friction.

## Example

If you are selling Dealtree to a sales organization, the Technical Buyer may be someone from RevOps, SalesOps, IT, or technical leadership.
They may want to understand how Dealtree collects account data, how credits work, whether the exported stakeholder data fits their workflow, and whether the team can use it safely and consistently.

## Important Notes

* The Technical Buyer may not control the budget, but they can influence approval.
* Technical concerns should be handled early, not only at the end of the deal.
* Use Notes to capture technical requirements, objections, and approval steps.
* If the Technical Buyer is missing, ask your Champion who reviews tools, data, security, or implementation.
* Review the Technical Buyer before generating or following the Action Plan.
* For software, data, and integration-heavy products, this role can be critical to closing the deal.


# 7.8 Blocker
Source: https://docs.dealtree.io/user-guide/buying-committee/7-8-blocker

7.8 Blocker

The Blocker is the stakeholder who may slow down, challenge, or oppose the deal.
A Blocker may not always reject your solution directly. Sometimes they raise concerns, delay the buying process, influence other stakeholders, or create internal resistance. Identifying possible blockers early helps you prepare for objections before they put the deal at risk.

## Pre-conditions

Before reviewing the Blocker, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Added account notes, if you already know about objections or risks
* Generated the Buying Committee

## What is a Blocker?

A Blocker is a person who may create friction in the buying process.
They may challenge the value of your product, question the timing, raise technical concerns, control access to other stakeholders, or prefer a different solution.
A Blocker may appear because of:

* Budget concerns
* Timing concerns
* Technical concerns
* Security or compliance concerns
* Change management concerns
* Preference for an existing tool
* Internal politics
* Lack of urgency
* Fear of added workload
* Misalignment with business priorities
  The goal is not to avoid blockers. The goal is to understand their concerns and address them properly.

## Why the Blocker Matters

The Blocker matters because they can influence the deal even if they are not the final decision-maker.
A deal can look healthy from the outside but still get delayed or lost because of internal resistance. For example, a Champion may support your solution, but a technical leader, finance stakeholder, procurement contact, or department head may raise concerns that slow the deal down.
Identifying the Blocker helps you:

* Understand deal risk earlier
* Prepare for objections
* Avoid late-stage surprises
* Support your Champion with better answers
* Build trust with skeptical stakeholders
* Adjust your messaging for different concerns
* Create a stronger action plan

## How Dealtree Identifies the Blocker

Dealtree uses your Seller Context, org chart data, stakeholder titles, departments, buying committee logic, and account notes to suggest who may act as a Blocker.
Notes are especially useful for identifying blockers.
For example, if you add a note like:
`The CTO is concerned about data accuracy and may slow down approval unless we provide proof of data quality.`
Dealtree can use that context when mapping the Blocker role.

## How to Review the Blocker in Dealtree

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Find the Blocker Role

Look for the **Blocker** section in the buying committee view.

### Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning.
This helps you understand why Dealtree suggested this person as a possible Blocker.

### Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether this person may actually create resistance in the deal.

## What to Do If a Blocker Is Identified

If Dealtree identifies a possible Blocker, review why that person may create friction.
You can then:

* Understand their specific concern
* Prepare a response to their objection
* Ask your Champion how much influence they have
* Look for ways to involve them constructively
* Share proof, examples, or documentation that addresses their concern
* Add notes about their objection and influence
* Include a task in the Action Plan to handle the risk
  A Blocker does not always mean the deal is in trouble. It means you need to understand and manage the risk.

## What to Do If the Blocker Is Missing

If the Blocker role is not covered, it does not always mean there is no blocker. It may mean Dealtree does not have enough information yet.
You can take the following actions:

* Ask your Champion who may object to the purchase
* Review the Org Chart for stakeholders who may be affected by the change
* Look for technical, finance, procurement, operations, or legal stakeholders
* Add notes about known objections or risks
* Add missing stakeholders manually if needed
* Sync the organization if people data looks outdated
* Regenerate the Buying Committee after adding more context

## Questions to Ask About a Blocker

When you suspect there may be a Blocker, ask questions that reveal risk without creating tension.
For example:

* Who else may have concerns about this?
* What objections do you expect internally?
* Has a similar tool been rejected before?
* Who usually reviews risk, budget, or implementation?
* What could slow this down?
* What would make the team uncomfortable with moving forward?
* Who needs to be convinced before this can be approved?
  These questions can help you uncover hidden resistance early.

## Example

If you are selling Dealtree to a sales team, a possible Blocker may be someone from RevOps, finance, sales leadership, or technical operations.
They may worry about data accuracy, budget, workflow adoption, credit usage, or whether the team will actually use the platform. Once you know the concern, you can prepare a clearer response and involve the right stakeholder at the right time.

## Important Notes

* A Blocker is not always an enemy. They may simply have valid concerns.
* Blockers can influence deals even when they do not control the budget.
* Use Notes to capture objections, risks, and stakeholder concerns.
* If a Blocker is identified, do not ignore them. Plan how to address their concern.
* If no Blocker is identified, still ask your Champion who may object internally.
* Review possible blockers before generating or following the Action Plan.


# 7.9 Procurement or Legal
Source: https://docs.dealtree.io/user-guide/buying-committee/7-9-procurement-legal

7.9 Procurement or Legal

Procurement or Legal refers to the stakeholders who may review the commercial, contractual, compliance, or purchasing requirements before a deal can be completed.
These stakeholders may not always evaluate the product’s day-to-day value, but they can influence the final approval process, timeline, contract terms, and vendor onboarding steps.

## Pre-conditions

Before reviewing Procurement or Legal, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Set up your Seller Context
* Generated or synced the Org Chart
* Generated the Buying Committee
* Added account notes, if you already know procurement or legal is involved

## What is Procurement or Legal?

Procurement or Legal includes the people or teams responsible for reviewing the purchase before it is approved or finalized.
Depending on the company, this may include:

* Procurement manager
* Legal counsel
* Finance stakeholder
* Vendor management team
* Compliance team
* Operations team
* Contract reviewer
* Purchasing department
  Their role is usually to make sure the company can safely and properly buy from you.

## Why Procurement or Legal Matters

Procurement or Legal matters because these stakeholders can affect how quickly a deal moves from verbal interest to signed agreement.
Even when the business team wants to move forward, the deal may still need contract review, vendor approval, compliance checks, payment approval, or purchasing process completion.
Procurement or Legal may review:

* Pricing
* Contract terms
* Data processing terms
* Compliance requirements
* Vendor approval steps
* Payment process
* Security or privacy documents
* Purchase order requirements
* Renewal or cancellation terms
  Identifying these stakeholders early helps you avoid late-stage delays.

## How Dealtree Identifies Procurement or Legal

Dealtree uses your Seller Context, org chart data, stakeholder titles, departments, and account notes to suggest who may be involved in procurement or legal review.
For example, Dealtree may look for stakeholders with titles related to procurement, legal, finance, operations, compliance, vendor management, or purchasing.
If you add notes about contract review, vendor onboarding, or purchasing requirements, Dealtree can use that context when mapping this role.

## How to Review Procurement or Legal in Dealtree

### Step 1: Open the Account Workspace

Go to the **Accounts** section and select the account you want to review.

### Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the **Buying Committee** tab.

### Step 3: Find the Procurement or Legal Role

Look for the **Procurement or Legal** section in the buying committee view.

### Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning.
This helps you understand why Dealtree suggested this person as a possible procurement or legal contact.

### Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether this person is likely to be involved in purchasing, contracts, compliance, or approval.

## What to Do If Procurement or Legal Is Identified

If Dealtree identifies a Procurement or Legal stakeholder, review how they may affect the deal timeline.
You can then:

* Ask when procurement or legal usually gets involved
* Confirm whether a purchase order is required
* Prepare contract, pricing, and vendor information early
* Ask whether security, privacy, or compliance documents are needed
* Understand who reviews terms and approvals
* Add notes about the purchasing process
* Include procurement or legal steps in the Action Plan
  This helps you reduce delays when the deal moves closer to closing.

## What to Do If Procurement or Legal Is Missing

If Procurement or Legal is not covered, it does not always mean they are not involved. It may mean Dealtree does not have enough information yet, or those stakeholders are not visible in the available org chart data.
You can take the following actions:

* Ask your Champion when procurement or legal enters the process
* Ask whether vendor approval is required
* Review the Org Chart for finance, legal, procurement, compliance, or operations roles
* Add missing stakeholders manually if you identify them
* Add notes about the purchasing or contract process
* Sync the organization if people data looks outdated
* Regenerate the Buying Committee after adding more context

## Questions to Ask About Procurement or Legal

When a deal is moving forward, ask questions that clarify the purchasing process early.
For example:

* Who reviews the contract before approval?
* Does procurement need to be involved?
* Is a purchase order required?
* Are there vendor onboarding steps?
* Are there legal or compliance requirements we should prepare for?
* Who reviews data, privacy, or security documents?
* What usually causes delays during contract review?
* When should we involve procurement or legal?
  These questions help you prepare before procurement or legal becomes a bottleneck.

## Example

If you are selling Dealtree to a sales team, Procurement or Legal may become involved when the company is ready to buy a subscription, review data usage, approve payment terms, or complete vendor onboarding.
They may not decide whether the sales team needs Dealtree, but they can influence how smoothly the purchase is completed.

## Important Notes

* Procurement or Legal may enter the process late, but you should prepare for them early.
* Missing this role can cause unexpected delays near closing.
* Use Notes to capture contract, procurement, legal, compliance, or vendor approval details.
* If this role is not covered, ask your Champion who handles purchasing and contracts.
* Procurement or Legal may not care about product features as much as risk, terms, pricing, and process.
* Review Procurement or Legal before generating or following the Action Plan.


# 2. Getting Started
Source: https://docs.dealtree.io/user-guide/getting-started

2. Getting Started

<page>2.1 Sign Up</page>
<page>**2.2 Account Verification**</page>
<page>2.3 Log In</page>
<page>**2.4 Accessing the Main Interface**</page>
<page>**2.5 Understanding the Dashboard**</page>
<page>2.6 Setting Up Seller Context</page>
<page>**2.7 Resetting Password**</page>


# 2.1 Sign Up
Source: https://docs.dealtree.io/user-guide/getting-started/2-1-sign-up

2.1 Sign Up

Signing up is the first step to start using Dealtree. Once you create an account, you can access your workspace, set up your seller context, add target accounts, generate org charts, map buying committees, and create action plans.

## Pre-conditions

Before signing up, make sure you have:

* A valid email address
* Access to your email inbox for verification, if required
* Your company or work details ready, if needed during onboarding

## Steps to Sign Up

### Step 1: Go to the Dealtree App

Visit the Dealtree app from your browser:
`https://app.dealtree.io`
You will be taken to the authentication page.

### Step 2: Click Sign Up

On the authentication page, choose the **Sign Up** option.
This will open the account creation form.

### Step 3: Enter Your Details

Fill in the required information, such as your name, email address, and password.
Make sure you use an email address that you can access, as you may need it for verification and account-related updates.

### Step 4: Submit the Form

After entering your details, click the **Sign Up** button to create your account.

### Step 5: Verify Your Email

If email verification is required, check your inbox for a verification email from Dealtree.
Open the email and follow the verification link to activate your account.

### Step 6: Log In to Your Workspace

Once your account is created and verified, log in using your email and password.
After logging in, you will be redirected to your Dealtree workspace.

## Important Notes

* Use your work email if you are signing up for business or team usage.
* If you do not receive the verification email, check your spam or promotions folder.
* Make sure your password is secure and not used across multiple tools.
* After signing up, the recommended next step is to set up your seller context so Dealtree can generate more relevant account intelligence.


# 2.2 Account Verification
Source: https://docs.dealtree.io/user-guide/getting-started/2-2-account-verification

2.2 Account Verification

Account verification helps confirm that your email address belongs to you and allows you to securely access your Dealtree workspace.
After signing up, Dealtree may send a verification email to the address you used during registration. You need to complete this step before accessing the platform or using all available features.

## Pre-conditions

Before verifying your account, make sure you have:

* Already completed the sign-up process
* Access to the email inbox used during sign-up
* A stable internet connection

## Steps to Verify Your Account

### Step 1: Open Your Email Inbox

Go to the inbox of the email address you used to sign up for Dealtree.
Look for an email from Dealtree related to account verification.

### Step 2: Open the Verification Email

Open the verification email.
The email should include a link or button to verify your account.

### Step 3: Click the Verification Link

Click the verification link or button inside the email.
This confirms your email address and activates your Dealtree account.

### Step 4: Return to Dealtree

After verification, go back to the Dealtree app:
`https://app.dealtree.io`

### Step 5: Log In

Log in using the email address and password you used during sign-up.
Once logged in, you can access your Dealtree workspace and continue setting up your account.

## Important Notes

* If you do not receive the verification email, check your spam, junk, or promotions folder.
* Make sure you entered the correct email address during sign-up.
* Verification links may expire after a certain period. If the link no longer works, request a new verification email from the login or sign-up screen.
* If you are using a company email, your organization’s email security settings may delay or filter the verification email.
* After verifying your account, the recommended next step is to log in and complete your seller context.


# 2.3 Log In
Source: https://docs.dealtree.io/user-guide/getting-started/2-3-log-in

2.3 Log In

After creating and verifying your Dealtree account, you can log in to access your workspace.
From your workspace, you can manage accounts, set up seller context, generate org charts, map buying committees, create action plans, manage team members, and review billing or credit usage.

## Pre-conditions

Before logging in, make sure you have:

* Created a Dealtree account
* Verified your email address, if verification is required
* Your registered email address and password

## Steps to Log In

### Step 1: Go to the Dealtree App

Visit the Dealtree app from your browser:
`https://app.dealtree.io`
You will be taken to the login page.

### Step 2: Enter Your Email Address

Enter the email address you used when signing up for Dealtree.
Make sure there are no spelling mistakes or extra spaces.

### Step 3: Enter Your Password

Enter your account password.

### Step 4: Click Log In

Click the **Log In** button to access your Dealtree workspace.
Once logged in, you will be redirected to the main dashboard.

## Important Notes

* Use the same email address you used during sign-up.
* If your email is not verified, you may need to complete account verification before logging in.
* If you forget your password, use the password reset option on the login page.
* If login fails, check that your email and password are correct, then try again.
* After logging in, the recommended next step is to review your dashboard and complete your seller context.


# 2.4 Accessing the Main Interface
Source: https://docs.dealtree.io/user-guide/getting-started/2-4-accessing-main-interface

2.4 Accessing the Main Interface

After logging in to Dealtree, you will be redirected to the main interface. This is the central workspace where you can manage your accounts, configure seller context, invite team members, and review billing or credit usage.
The main interface is designed to help you move between different parts of the platform quickly.

## Pre-conditions

Before accessing the main interface, make sure you have:

* Created a Dealtree account
* Verified your email address, if required
* Logged in successfully

## Main Sections of the Interface

The Dealtree interface includes a sidebar menu that helps you navigate the platform.
You will typically see the following sections:

## Dashboard

The Dashboard gives you a quick overview of your workspace. You can view account activity, total accounts, buying committee coverage, active accounts, and quick actions.

## Accounts

The Accounts section is where you create and manage target companies. From here, you can add a new account, open an account workspace, review account status, and start generating account intelligence.

## Seller

The Seller section is where you define your product and selling context. This helps Dealtree generate more relevant buying committee analysis and action plans.

## Team

The Team section allows you to manage workspace members, view seat usage, and invite or manage team members.

## Billing

The Billing section shows your current plan, trial status, available credits, included credits, purchased credits, and subscription details.

## Steps to Access the Main Interface

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your registered email and password, then click **Log In**.

### Step 2: Land on the Dashboard

After logging in, you will be taken to the Dashboard by default.
This is your starting point inside Dealtree.

### Step 3: Use the Sidebar Navigation

Use the sidebar menu to move between Dashboard, Accounts, Seller, Team, and Billing.
Click any menu item to open that section.

### Step 4: Open an Account Workspace

To work on a specific company, go to **Accounts** and select an existing account.
This opens the account workspace, where you can access the Org Chart, Buying Committee, Action Plan, and Notes tabs.

## Important Notes

* The sidebar is the main way to navigate between Dealtree sections.
* Your available sections may depend on your plan, permissions, or workspace role.
* If you are new to Dealtree, start with the Seller section before generating account intelligence.
* If you are working on a deal, go to Accounts and open the relevant account workspace.
* If you do not see a section you expect, check your role, plan, or seat access.


# 2.5 Understanding the Dashboard
Source: https://docs.dealtree.io/user-guide/getting-started/2-5-understanding-dashboard

2.5 Understanding the Dashboard

The Dashboard is the first screen you see after logging in to Dealtree. It gives you a quick overview of your workspace and helps you understand your current account intelligence activity at a glance.
From the Dashboard, you can review important account metrics, check recent activity, and take quick actions such as adding a new account or importing accounts.

## Pre-conditions

Before using the Dashboard, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account, if you want to see account-related insights

## Dashboard Overview

The Dashboard is designed to give you a quick summary of your workspace.
You may see information such as:

* Total accounts
* Buying committee coverage
* Active accounts
* Recent account activity
* Quick actions
* Account intelligence progress
  These insights help you understand how much work has been completed and what still needs attention.

## Key Dashboard Sections

## Total Accounts

This shows the number of accounts currently added to your workspace.
Use this number to understand how many companies you are actively tracking or researching inside Dealtree.

## Buying Committee Coverage

This shows how much of your buying committee mapping has been completed across your accounts.
A higher coverage means more key stakeholder roles have been identified, such as economic buyer, champion, technical buyer, end user, blocker, or procurement/legal.

## Active Accounts

This shows the number of accounts that are currently active in your workspace.
Active accounts are the companies you are working on, researching, or preparing to engage.

## Recent Activity

The Recent Activity section shows the latest account-related actions in your workspace.
This may include newly created accounts, updates to existing accounts, generated org charts, buying committee activity, or action plan updates.

## Quick Actions

The Dashboard may include quick action buttons to help you start common tasks faster.
For example, you may be able to:

* Add a new account
* Import accounts using a CSV file
* Review existing accounts
* Continue working on recent accounts

## Steps to Use the Dashboard

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Review Your Account Summary

Once you land on the Dashboard, review the account summary cards.
These cards help you quickly understand the current state of your workspace.

### Step 3: Check Buying Committee Coverage

Review the buying committee coverage to see whether your accounts have enough stakeholder information.
If coverage is low, open the relevant account and generate or review the buying committee.

### Step 4: Review Recent Activity

Use the Recent Activity section to see what has recently changed in your workspace.
This helps you continue from where you left off.

### Step 5: Take a Quick Action

Use the quick action buttons to add a new account, import accounts, or open the accounts list.
This is useful when you want to start account research immediately.

## Important Notes

* The Dashboard gives a summary of your workspace, not the full details of each account.
* To view detailed account intelligence, open an account from the Accounts section.
* If your Dashboard looks empty, you may need to add your first account.
* Buying committee coverage depends on whether buying committee mapping has been generated for your accounts.
* Recent activity becomes more useful as you create, sync, and update more accounts.
* For best results, set up your seller context before generating buying committee insights or action plans.


# 2.6 Setting Up Seller Context
Source: https://docs.dealtree.io/user-guide/getting-started/2-6-setting-up-seller-context

2.6 Setting Up Seller Context

Seller Context helps Dealtree understand what you sell, who you sell to, and how your product creates value. This information is used to generate more relevant buying committee analysis and action plans for your target accounts.
Before creating account intelligence, it is recommended that you complete your Seller Context first.

## Pre-conditions

Before setting up Seller Context, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Basic information about your product or service

## Why Seller Context Matters

Dealtree uses Seller Context to understand your business before analyzing a target account.
For example, the buying committee for a sales intelligence platform may look different from the buying committee for a cybersecurity product, CRM tool, marketing service, or consulting offer.
By adding your product details, Dealtree can better identify relevant stakeholders, suggest likely buyer roles, and recommend practical next steps.

## Information You Need to Add

In the Seller section, you can add details such as:

* Product name
* Product category
* Product description
  The more clearly you describe your product, the better Dealtree can understand your selling motion.

## Steps to Set Up Seller Context

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Seller Section

From the left sidebar, click **Seller**.
This will open the Seller Context page.

### Step 3: Add Your Product Name

Enter the name of the product or service you are selling.
For example:
`Dealtree`

### Step 4: Add Your Product Category

Enter the category that best describes your product.
For example:
`Account Intelligence Platform`
You can use a simple category such as CRM, sales intelligence, email marketing, cybersecurity, analytics, consulting service, or lead generation agency.

### Step 5: Add Your Product Description

Write a short description of what your product does and who it helps.
For example:
`Dealtree helps sales teams generate org charts, map buying committees, and create multi-threaded action plans to close B2B deals faster.`
Try to include:

* What your product does
* Who it is for
* The main problem it solves
* The outcome customers get from using it

### Step 6: Save the Seller Context

After entering the details, click **Save** or **Update** to store your Seller Context.
Once saved, Dealtree can use this information when generating buying committee insights and action plans.

## Important Notes

* Set up Seller Context before generating buying committees or action plans.
* Keep your product description clear and specific.
* Update Seller Context whenever your positioning, product category, or target customer changes.
* A vague product description may lead to less relevant recommendations.
* Seller Context does not need to be long. A focused description is usually better than a generic one.
* If your team sells multiple products, use the context that best matches the accounts you are currently analyzing.


# 2.7 Resetting Password
Source: https://docs.dealtree.io/user-guide/getting-started/2-7-resetting-password

2.7 Resetting Password

If you forget your Dealtree password, you can reset it from the login page. Password reset helps you securely regain access to your workspace without creating a new account.

## Pre-conditions

Before resetting your password, make sure you have:

* A registered Dealtree account
* Access to the email address used during sign-up
* A stable internet connection

## Steps to Reset Your Password

### Step 1: Go to the Dealtree App

Visit the Dealtree app from your browser:
`https://app.dealtree.io`
You will be taken to the login page.

### Step 2: Click Forgot Password

On the login page, click the **Forgot Password** option.
This will open the password reset flow.

### Step 3: Enter Your Email Address

Enter the email address associated with your Dealtree account.
Make sure you use the same email address you used when signing up.

### Step 4: Submit the Request

Click the password reset button to submit your request.
Dealtree will send a password reset email to your registered email address.

### Step 5: Open the Password Reset Email

Go to your email inbox and look for the password reset email from Dealtree.
Open the email and click the reset link or button.

### Step 6: Create a New Password

Enter your new password.
Choose a password that is secure and easy for you to remember.

### Step 7: Confirm the New Password

Re-enter the new password if confirmation is required.
Then submit the form to complete the password reset.

### Step 8: Log In Again

Return to the Dealtree login page and log in using your email address and new password.

## Important Notes

* Use the same email address you used when creating your Dealtree account.
* If you do not receive the reset email, check your spam, junk, or promotions folder.
* Password reset links may expire after a certain period.
* If the reset link has expired, request a new password reset email.
* For security, avoid using a password that you use on other platforms.
* If you still cannot access your account after resetting your password, contact Dealtree support.


# 1. Introduction to Dealtree
Source: https://docs.dealtree.io/user-guide/introduction

1. Introduction to Dealtree

<page>1.1 What is Dealtree?</page>
<page>1.2 Why should you choose Dealtree?</page>
<page>1.3 Who is Dealtree for?</page>
<page>1.4 What are the benefits of Dealtree?</page>
<page>**1.5 How does Dealtree differentiate itself?**</page>
<page>**1.6 Plans, Credits, and Pricing**</page>


# 1.1 What is Dealtree?
Source: https://docs.dealtree.io/user-guide/introduction/1-1-what-is-dealtree

1.1 What is Dealtree?

Dealtree is an account intelligence platform that helps sales teams, founders, consultants, and agencies understand target accounts faster and close deals with better context.
Instead of manually researching a company, guessing the org structure, and trying to identify decision-makers from scattered information, Dealtree helps you organize account intelligence in one place.
With Dealtree, you can create an account using a company domain, generate an org chart, map the buying committee, and create a multi-threaded action plan based on the people involved in the deal.
Dealtree is designed to answer important sales questions such as:

* Who are the key stakeholders in this account?
* Who is likely to be the economic buyer?
* Who could be the champion?
* Who might block the deal?
* Which roles are missing from the buying committee?
* What should be the next best action to move the deal forward?
  By combining org chart data, stakeholder information, seller context, account notes, and AI-generated recommendations, Dealtree gives you a clearer view of how to approach each account.
  In simple terms, Dealtree helps you move from account research to account strategy.


# 1.2 Why should you choose Dealtree?
Source: https://docs.dealtree.io/user-guide/introduction/1-2-why-choose-dealtree

1.2 Why should you choose Dealtree?

You should choose Dealtree if you want to understand your target accounts faster, identify the right people to engage, and build a clearer path to closing deals.
In complex B2B sales, deals are rarely won by speaking to just one person. There are often multiple stakeholders involved, including decision-makers, technical evaluators, end users, champions, blockers, and procurement teams. Manually finding these people and understanding their influence can take hours.
Dealtree helps simplify that process.
With Dealtree, you can turn a company domain into a structured account workspace where you can view the org chart, map the buying committee, add account notes, and generate a practical action plan.
Dealtree helps you:

* Save time on manual account research
* Understand the company structure more clearly
* Identify key stakeholders involved in the buying process
* Find gaps in your buying committee coverage
* Build a multi-threaded sales approach
* Use account notes to improve recommendations
* Create action plans based on real account context
* Prepare better before discovery calls, demos, follow-ups, and deal reviews
  Dealtree is especially useful when you are selling into mid-market or enterprise accounts, where multiple people can influence the deal.
  Instead of relying only on guesswork, scattered spreadsheets, or disconnected research, Dealtree gives you a focused workspace for every account so you can move with more clarity and confidence.


# 1.3 Who is Dealtree for?
Source: https://docs.dealtree.io/user-guide/introduction/1-3-who-is-dealtree-for

1.3 Who is Dealtree for?

Dealtree is built for anyone who sells into B2B accounts where multiple people are involved in the buying decision.
It is especially useful for teams and individuals who need to understand account structure, identify key stakeholders, and build a clear plan before engaging a prospect or moving a deal forward.
Dealtree is ideal for:

## Sales Development Representatives

SDRs can use Dealtree to research target accounts faster, find the right people to contact, and understand who may influence the buying process before starting outreach.

## Account Executives

AEs can use Dealtree to map stakeholders, identify champions and decision-makers, uncover blockers, and plan a multi-threaded sales strategy for active opportunities.

## Founders

Founders selling their own product can use Dealtree to understand target companies, avoid relying on a single contact, and create a clearer path to the actual buyer.

## Sales Leaders

Sales leaders can use Dealtree to review account strategy, check buying committee coverage, and coach reps on how to approach complex deals.

## RevOps Teams

RevOps teams can use Dealtree to bring more structure to account planning, stakeholder mapping, and sales process execution.

## Consultants and Agencies

Consultants and agencies can use Dealtree to understand client or prospect organizations, identify decision-makers, and prepare stronger account strategies.

## B2B Teams Selling Into Mid-Market and Enterprise Accounts

Dealtree is most valuable when the buying process involves more than one stakeholder. If your sales process requires mapping decision-makers, influencers, users, technical evaluators, or procurement contacts, Dealtree can help you organize that process in one place.
In short, Dealtree is for B2B sellers who want to understand accounts better, engage the right people, and close deals with a clearer strategy.


# 1.4 What are the benefits of Dealtree?
Source: https://docs.dealtree.io/user-guide/introduction/1-4-benefits-of-dealtree

1.4 What are the benefits of Dealtree?

Dealtree helps you turn account research into a clear sales strategy.
Instead of spending hours collecting scattered information, guessing the company structure, and trying to figure out who matters in a deal, Dealtree gives you a structured workspace for each target account.
The key benefits of Dealtree are:

## Faster account research

Dealtree helps you create an account using a company domain and quickly gather useful account intelligence. This reduces the time spent manually researching companies and stakeholders.

## Clearer org visibility

Dealtree helps you view the organization structure of a target account so you can understand departments, roles, and reporting relationships more clearly.

## Better stakeholder mapping

Dealtree helps you identify people who may influence the buying process, including decision-makers, champions, end users, technical buyers, blockers, and procurement or legal contacts.

## Buying committee coverage

Dealtree shows which buying committee roles are covered and which roles are still missing. This helps you avoid over-relying on one contact and gives you a clearer view of deal risk.

## Multi-threaded sales planning

Dealtree helps you build a multi-threaded approach by showing who to engage, why they matter, and what role they may play in the deal.

## Actionable next steps

Dealtree can generate an action plan based on the account, org chart, buying committee, seller context, and account notes. This helps you move from research to execution faster.

## Better deal preparation

You can use Dealtree before discovery calls, demos, follow-ups, pipeline reviews, and deal strategy meetings to understand the account more clearly.

## Centralized account intelligence

Dealtree keeps account details, notes, org chart, buying committee, and action plan in one place. This makes it easier to review, update, and share account context with your team.

## More confident sales execution

By helping you understand who matters, what role they play, and what to do next, Dealtree gives you more confidence when working on complex B2B deals.


# 1.5 How does Dealtree differentiate itself?
Source: https://docs.dealtree.io/user-guide/introduction/1-5-how-dealtree-differentiates

1.5 How does Dealtree differentiate itself?

Dealtree is different because it does not stop at providing contact data. It helps you turn account information into a practical sales strategy.
Many sales tools focus on finding people, enriching contacts, or storing CRM data. Dealtree focuses on helping you understand how an account is structured, who is likely involved in the buying decision, and what actions you should take next.
Dealtree differentiates itself in the following ways:

## Account intelligence, not just contact discovery

Dealtree helps you go beyond finding names and job titles. It organizes account information into a structured workspace where you can understand stakeholders, departments, buying roles, and next steps.

## Org chart generation from a company domain

Instead of manually building an org chart, Dealtree lets you create an account using the company domain and generate an organization view for that account. This helps you understand the account structure faster.

## Buying committee mapping

Dealtree maps stakeholders into key buying committee roles, such as economic buyer, champion, end user, technical buyer, blocker, and procurement or legal.
This helps you understand who may influence the deal and which important roles are still missing.

## Action plan generation

Dealtree does not only show you the account structure. It helps you decide what to do next.
The action plan gives you recommended tasks based on the account, org chart, buying committee, seller context, and account notes. This helps you move from research to execution faster.

## Seller context awareness

Dealtree uses your seller context to make recommendations more relevant. By adding your product name, category, and description, Dealtree can better understand what you sell and who may be important in the buying process.

## Notes-driven intelligence

You can add notes about the account, such as known champions, previous conversations, buying signals, objections, or internal relationships. Dealtree can use this context to improve buying committee analysis and action recommendations.

## Built for multi-threaded sales

Dealtree is designed for complex B2B sales where relying on a single contact is risky. It helps you identify multiple stakeholders, understand their roles, and build a stronger engagement strategy across the account.

## Simple workflow from research to action

Dealtree brings the main account planning steps into one flow:
Create an account, review the org chart, map the buying committee, add notes, and generate an action plan.
This makes Dealtree more than a research tool. It becomes a workspace for understanding and executing account strategy.


# 1.6 Plans, Credits, and Pricing
Source: https://docs.dealtree.io/user-guide/introduction/1-6-plans-credits-pricing

1.6 Plans, Credits, and Pricing

Dealtree uses a credit-based pricing model. Credits are used to perform key account intelligence actions, such as organization sync, org chart generation, buying committee analysis, and action plan generation.
At the moment, Dealtree offers two main options:

## Free Trial

The Free Trial is designed for users who want to explore Dealtree before choosing a paid plan.
The Free Trial includes:

* No card required
* 2,000 credits
* 1 seat
* Organization sync
* Org chart generation
* Buying committee analysis
* Action plan generation
  This plan is useful if you want to test Dealtree with a few accounts and understand how the platform fits into your sales workflow.

## Pro Plan

The Pro Plan is designed for users and teams who want to use Dealtree regularly for account research, stakeholder mapping, and sales planning.
The Pro Plan includes:

* \$99 per month
* 10,000 credits per month
* 3 seats
* Organization sync
* Org chart generation
* Buying committee analysis
* Action plan generation
  This plan is suitable for sales teams, founders, consultants, and agencies who need ongoing access to account intelligence across multiple target accounts.

## What are credits?

Credits are the usage units inside Dealtree. When you perform certain actions in the platform, credits are consumed from your available balance.
Credits may be used for actions such as:

* Syncing an organization
* Generating an org chart
* Running buying committee analysis
* Generating an action plan
  Your available credit balance can be viewed from the **Billing** section inside your Dealtree workspace.

## What are seats?

Seats define how many users can access your Dealtree workspace.
For example:

* The Free Trial includes 1 seat
* The Pro Plan includes 3 seats
  If you are working with a team, each invited team member uses one seat.

## Where can you view your plan and credits?

To view your current plan, credits, and seat usage, go to **Billing** from the left sidebar.
From the Billing page, you can check:

* Current plan
* Trial status
* Trial expiry date
* Seats used
* Available credits
* Included credits
* Purchased credits
  This helps you track your usage and understand how many credits are still available in your workspace.


# 3. Managing Accounts
Source: https://docs.dealtree.io/user-guide/managing-accounts

3. Managing Accounts

<page>**3.1 Accounts Dashboard**</page>
<page>**3.2 Add a New Account**</page>
<page>**3.3 Import Accounts by CSV**</page>
<page>**3.4 Open an Account Workspace**</page>
<page>**3.5 Edit Account Details**</page>
<page>3.6 Delete an Account</page>
<page>3.7 Understanding Account Status and Complexity</page>


# 3.1 Accounts Dashboard
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-1-accounts-dashboard

3.1 Accounts Dashboard

The Accounts Dashboard is where you can view, manage, and create target accounts inside Dealtree.
An account represents a company you want to research, understand, or sell to. Once an account is added, Dealtree can help you generate account intelligence such as org charts, buying committee maps, action plans, and account notes.

## Pre-conditions

Before using the Accounts Dashboard, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Set up your Seller Context for better account intelligence results

## Accounts Dashboard Overview

The Accounts Dashboard gives you a list of all accounts added to your workspace.
From this page, you can:

* View existing accounts
* Add a new account
* Import accounts using a CSV file
* Open an account workspace
* Review account status
* Check employee count
* Review account complexity
* Continue working on previously created accounts
  This page acts as the starting point for all account-level work in Dealtree.

## Key Information Shown on the Accounts Dashboard

### Company Name

This shows the name of the account or company added to your workspace.
Clicking the company name opens the account workspace, where you can access org chart, buying committee, action plan, and notes.

### Domain

This shows the company website domain used to create the account.
For example:
`markopolo.ai`
The domain helps Dealtree identify and organize the company.

### Employee Count

This shows the estimated number of employees associated with the company.
Employee count can help you understand account size and possible deal complexity.

### Complexity

Complexity gives you an idea of how complex the account may be based on the company size, structure, or available stakeholder data.
A more complex account may require deeper stakeholder mapping and stronger multi-threading.

### Status

Status shows the current state of the account inside Dealtree.
For example, an account may be active, newly created, or in progress depending on the work completed.

### Actions

The Actions area allows you to open or manage an account.
Depending on your workspace and permissions, you may be able to view, edit, or take other actions from this section.

## Steps to Use the Accounts Dashboard

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Review Your Account List

Look through the list of accounts already added to your workspace.
You can review company names, domains, employee count, complexity, and status.

### Step 4: Add or Import Accounts

To add one account manually, click **Add Account**.
To add multiple accounts at once, use the CSV import option if available.

### Step 5: Open an Account Workspace

Click an account from the list to open its dedicated workspace.
Inside the account workspace, you can work with the org chart, buying committee, action plan, and notes.

## Important Notes

* The Accounts Dashboard shows account-level summaries, not the full intelligence for each account.
* To see detailed account intelligence, open the account workspace.
* You need to add an account before generating an org chart, buying committee, or action plan.
* Seller Context should be completed before generating account intelligence for better recommendations.
* Account complexity can help you decide how much stakeholder research and multi-threading may be needed.
* If your Accounts Dashboard is empty, add your first account using a company domain.


# 3.2 Add a New Account
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-2-add-new-account

3.2 Add a New Account

Adding a new account allows you to create a dedicated workspace for a company you want to research, sell to, or manage inside Dealtree.
Once an account is created, you can generate an org chart, map the buying committee, add notes, and create an action plan for that company.

## Pre-conditions

Before adding a new account, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Set up your Seller Context
* The company domain of the account you want to add

## What You Need

To add a new account, you need the company website domain.
For example:
`markopolo.ai`
You do not need to enter the full LinkedIn page URL. Dealtree uses the company domain to create the account and prepare the workspace.

## Steps to Add a New Account

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Click Add Account

Click the **Add Account** button.
A form or modal will open where you can enter the company details.

### Step 4: Enter the Company Domain

Enter the website domain of the company you want to add.
For example:
`markopolo.ai`
Make sure the domain is correct and does not contain unnecessary spaces or spelling mistakes.

### Step 5: Create the Account

Click **Create Account** to add the company to your workspace.
Dealtree will create a dedicated account workspace for that company.

### Step 6: Open the Account Workspace

After the account is created, open it from the Accounts Dashboard.
Inside the account workspace, you can access the Org Chart, Buying Committee, Action Plan, and Notes sections.

## Important Notes

* Use the company’s official website domain when adding an account.
* Avoid using personal profile links, social media links, or unrelated URLs.
* Dealtree no longer requires a company LinkedIn page URL to create an account.
* Creating an account is the first step before generating org charts, buying committee maps, or action plans.
* For better recommendations, complete your Seller Context before working on an account.
* If the account already exists in your workspace, open the existing account instead of creating a duplicate.


# 3.3 Import Accounts by CSV
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-3-import-accounts-by-csv

3.3 Import Accounts by CSV

CSV import allows you to add multiple accounts to Dealtree at once instead of creating each account manually.
This is useful when you already have a list of target companies, prospect accounts, named accounts, or customer accounts that you want to analyze inside Dealtree.

## Pre-conditions

Before importing accounts by CSV, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Set up your Seller Context
* Prepared a CSV file with company domains
* Enough available credits if account intelligence generation requires credits

## What You Need in the CSV File

Your CSV file should include the company domains you want to add to Dealtree.
The most important field is the company website domain.
For example:

<table>
  <colgroup>
    <col />

    <col />
  </colgroup>

  <tr>
    <td>Company Name</td>
    <td>Domain</td>
  </tr>

  <tr>
    <td>Markopolo</td>
    <td>markopolo.ai</td>
  </tr>

  <tr>
    <td>Example Company</td>
    <td>example.com</td>
  </tr>
</table>

The exact column format may depend on Dealtree’s import requirements, but it is best to keep the file simple and clean.

## CSV Formatting Guidelines

Before uploading the CSV file, make sure:

* Each row represents one company
* Company domains are correct
* Domains do not include unnecessary spaces
* Domains do not include unrelated URLs
* Duplicate companies are removed
* The file is saved in `.csv` format
  Use official company website domains instead of LinkedIn URLs, personal profile URLs, or social media links.

## Steps to Import Accounts by CSV

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Click Import CSV

Click the **Import CSV** option from the Accounts Dashboard.
This will open the CSV upload flow.

### Step 4: Upload Your CSV File

Select the CSV file from your computer and upload it.
Make sure the file contains the company domains you want to import.

### Step 5: Review the Imported Data

After uploading, review the imported account list if a preview is shown.
Check that the company domains are mapped correctly and that there are no obvious errors.

### Step 6: Confirm the Import

Click the confirmation button to complete the import.
Dealtree will add the accounts to your workspace.

### Step 7: Review the Accounts Dashboard

Once the import is complete, return to the Accounts Dashboard.
You should see the newly imported accounts listed with their company name, domain, status, employee count, and other available metadata.

## Important Notes

* Use the company’s official website domain for best results.
* Remove duplicate accounts before uploading your CSV file.
* Avoid uploading incomplete or messy data.
* CSV import helps create accounts in bulk, but you may still need to open each account to review or generate intelligence.
* Imported accounts may take some time to process depending on the number of companies.
* If an account already exists in your workspace, Dealtree may skip it, update it, or show an error depending on the import behavior.
* Complete your Seller Context before generating buying committees or action plans for imported accounts.


# 3.4 Open an Account Workspace
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-4-open-account-workspace

3.4 Open an Account Workspace

An Account Workspace is the dedicated page where you manage all intelligence related to a specific company.
After adding an account, you can open its workspace to review company details, generate or sync the org chart, map the buying committee, add account notes, and create an action plan.

## Pre-conditions

Before opening an Account Workspace, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Set up your Seller Context for better recommendations

## What You Can Do Inside an Account Workspace

Inside an Account Workspace, you can access all account-specific intelligence in one place.
You can use it to:

* Review company information
* Check employee count and account complexity
* Sync organization data
* View and manage the org chart
* Map the buying committee
* Generate an action plan
* Add and review account notes

## Steps to Open an Account Workspace

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Find the Account

Look through the account list and find the company you want to work on.
You can identify the account by company name, domain, status, employee count, or complexity.

### Step 4: Click the Account

Click the account row or company name.
This will open the dedicated Account Workspace for that company.

### Step 5: Review the Account Header

At the top of the Account Workspace, review key account details such as:

* Company name
* Company domain
* Employee count
* Deal or account complexity
* Account status
  This gives you a quick understanding of the account before moving into deeper intelligence.

### Step 6: Use the Account Tabs

Use the available tabs to move between different parts of the workspace.
These may include:

* Org Chart
* Buying Committee
* Action Plan
* Notes
  Each tab helps you work on a different part of the account strategy.

## Important Notes

* The Account Workspace is where most account-level work happens in Dealtree.
* You must create or import an account before opening its workspace.
* The account header gives you a quick summary, while the tabs provide deeper intelligence.
* Use Notes to add context before generating buying committee analysis or action plans.
* If the org chart has not been generated yet, use the sync option inside the workspace.
* For best results, review the account information before generating the buying committee or action plan.


# 3.5 Edit Account Details
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-5-edit-account-details

3.5 Edit Account Details

Editing account details allows you to update or correct information for an account inside Dealtree.
This is useful when company information changes, an account was created with incorrect details, or you want to keep the account workspace accurate for your team.

## Pre-conditions

Before editing account details, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Permission to edit account information in your workspace

## When to Edit Account Details

You may need to edit account details when:

* The company name is incorrect
* The company domain was entered incorrectly
* The account status needs to be updated
* The account information has changed
* Your team wants to keep account records clean and consistent
  Keeping account details updated helps your team work with more accurate account intelligence.

## Steps to Edit Account Details

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Find the Account

Look through the account list and find the account you want to edit.
You can identify the account by company name, domain, employee count, complexity, or status.

### Step 4: Open the Account Workspace

Click the account row or company name to open the Account Workspace.

### Step 5: Find the Edit Option

Look for the edit option inside the account page or account actions menu.
Depending on your workspace interface, this may appear as an **Edit** button, an action menu, or an account settings option.

### Step 6: Update the Account Details

Edit the information that needs to be changed.
This may include details such as:

* Company name
* Company domain
* Account status
* Other available account fields
  Make sure the updated information is correct before saving.

### Step 7: Save the Changes

Click **Save**, **Update**, or the relevant confirmation button.
Once saved, the updated details will appear in the Account Workspace and Accounts Dashboard.

## Important Notes

* Use the company’s official website domain when updating the domain.
* Avoid changing the domain unless the original domain was incorrect or the company has moved to a new domain.
* Updating account details may affect how the account appears in the Accounts Dashboard.
* Some fields may not be editable depending on your role, plan, or workspace permissions.
* If you cannot find the edit option, check whether you have permission to manage accounts.
* After editing account details, review the Account Workspace to make sure the update was saved correctly.


# 3.6 Delete an Account
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-6-delete-account

3.6 Delete an Account

Deleting an account allows you to remove a company from your Dealtree workspace.
You may want to delete an account if it was created by mistake, duplicated, no longer relevant, or not part of your current sales pipeline.

## Pre-conditions

Before deleting an account, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Permission to delete accounts in your workspace

## When to Delete an Account

You may need to delete an account when:

* The account was added by mistake
* The company domain is incorrect
* The same company was added more than once
* The account is no longer relevant
* Your team wants to keep the workspace clean
* The account does not belong in your current target list
  Deleting irrelevant accounts helps keep your Accounts Dashboard organized and easier to manage.

## Steps to Delete an Account

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Find the Account

Look through the account list and find the account you want to delete.
You can identify the account by company name, domain, employee count, complexity, or status.

### Step 4: Open the Account Actions

Find the action menu for the account.
Depending on the interface, this may appear as a delete button, an options menu, or an account settings action.

### Step 5: Click Delete

Click the **Delete** option.
A confirmation message may appear before the account is removed.

### Step 6: Confirm the Deletion

Review the confirmation message carefully.
If you are sure you want to remove the account, confirm the deletion.
Once confirmed, the account will be removed from your workspace.

## Important Notes

* Deleting an account may also remove related account data, such as org chart, buying committee, action plan, and notes.
* Make sure you no longer need the account before deleting it.
* If an account was added twice, delete the duplicate and keep the most complete version.
* Deleted accounts may not be recoverable.
* Some users may not have permission to delete accounts depending on their workspace role.
* If you are unsure whether to delete an account, review it with your team first.


# 3.7 Understanding Account Status and Complexity
Source: https://docs.dealtree.io/user-guide/managing-accounts/3-7-account-status-complexity

3.7 Understanding Account Status and Complexity

Account Status and Complexity help you quickly understand the current state of an account and how much effort may be needed to work on it.
These indicators appear in the Accounts Dashboard and Account Workspace. They help you prioritize accounts, plan your next steps, and decide where deeper research or stakeholder mapping may be needed.

## Pre-conditions

Before reviewing Account Status and Complexity, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account

## What is Account Status?

Account Status shows the current state of an account inside Dealtree.
It helps you understand whether an account is newly created, active, or already being worked on.
Depending on your workspace, account statuses may indicate things such as:

* The account has been created
* The account is active
* The account data is being processed
* The org chart has been synced
* Account intelligence has been generated
* The account needs further action
  Use Account Status to quickly identify which accounts are ready for review and which ones may still need setup or syncing.

## What is Account Complexity?

Account Complexity gives you an idea of how difficult or involved an account may be.
Complexity may be influenced by factors such as:

* Company size
* Number of employees
* Number of departments
* Available stakeholder data
* Possible buying committee size
* Expected decision-making process
  For example, a small company may have a simpler buying process with fewer stakeholders. A larger mid-market or enterprise account may involve multiple teams, decision-makers, technical evaluators, end users, blockers, and procurement or legal contacts.

## Why Status and Complexity Matter

Status and Complexity help you decide how to work on each account.
For example:

* A newly created account may need org chart syncing
* An active account may be ready for buying committee mapping
* A complex account may require deeper stakeholder review
* An account with missing buying committee roles may need more research
* A low-complexity account may require a shorter action plan
  These indicators help you avoid treating every account the same way.

## How to Review Status and Complexity

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Review the Account List

Look at the account rows in the Accounts Dashboard.
Each account may show information such as company name, domain, employee count, status, and complexity.

### Step 4: Open an Account Workspace

Click an account to open its Account Workspace.
At the top of the workspace, review the account details to understand the current state and complexity of the account.

### Step 5: Decide the Next Action

Use the status and complexity indicators to decide what to do next.
For example:

* If the account is new, sync the organization
* If the org chart is available, review stakeholders
* If the buying committee is missing, generate or review it
* If the account is complex, create a deeper action plan and multi-thread across more stakeholders

## Important Notes

* Account Status helps you understand what stage the account is in inside Dealtree.
* Account Complexity helps you estimate how much stakeholder mapping may be needed.
* Larger companies usually require deeper research and stronger multi-threading.
* Complexity does not mean an account is bad. It simply means you may need a more structured sales approach.
* If status or complexity looks incorrect, review the account details and available data.
* Use Status and Complexity together with org chart, buying committee, notes, and action plan for better account planning.


# 5. Notes
Source: https://docs.dealtree.io/user-guide/notes

5. Notes

<page>**5.1 Notes Dashboard**</page>
<page>5.2 Add Account Notes</page>
<page>**5.3 Edit Notes**</page>
<page>**5.4 Delete Notes**</page>
<page>**5.5 How Notes Improve Buying Committee and Action Plan Results**</page>


# 5.1 Notes Dashboard
Source: https://docs.dealtree.io/user-guide/notes/5-1-notes-dashboard

5.1 Notes Dashboard

The Notes Dashboard is where you can view and manage important context about a specific account.
Notes help you capture information that may not be available from company data alone. This can include known stakeholders, champions, blockers, buying signals, deal risks, previous conversations, internal relationships, or anything else that can improve your account strategy.

## Pre-conditions

Before using the Notes Dashboard, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard

## What is the Notes Dashboard?

The Notes Dashboard is located inside an Account Workspace under the **Notes** tab.
It gives you a dedicated place to store account-specific information. These notes can help Dealtree understand the account better when generating buying committee insights and action plans.
For example, you can add a note saying that a specific person is your champion, that procurement is involved, or that the CTO has raised a technical concern.

## Why Notes Matter

Notes are useful because every deal has context that may not appear in public data.
For example, you may already know:

* Who your champion is
* Who controls the budget
* Who joined your last call
* Who raised an objection
* Which department owns the problem
* Whether procurement or legal is involved
* What the next meeting is about
* What risks may affect the deal
  Adding this information to Notes helps keep your account research and sales strategy in one place.

## What You Can Do from the Notes Dashboard

From the Notes Dashboard, you can:

* View existing account notes
* Add new notes
* Edit notes
* Delete notes
* Capture stakeholder context
* Record deal insights
* Store sales observations
* Improve buying committee and action plan recommendations

## Steps to Access the Notes Dashboard

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to work on.
This opens the Account Workspace.

### Step 4: Open the Notes Tab

Inside the Account Workspace, click the **Notes** tab.
This will open the Notes Dashboard for that specific account.

### Step 5: Review Existing Notes

If notes have already been added, review them before generating buying committee insights or an action plan.
This helps you understand the latest context around the account.

## Recommended Notes to Add

To get better results from Dealtree, add notes that are specific and useful.
For example:

* `Salman Saafi is our champion in this account.`
* `The CTO is involved in technical evaluation.`
* `The CEO may be the final decision-maker.`
* `Procurement has not been identified yet.`
* `The team is evaluating tools to improve outbound sales workflow.`
* `Main concern from the prospect is data accuracy.`
* `Next call is focused on technical fit and internal rollout.`

## Important Notes

* Notes are specific to each account.
* Add notes before generating the buying committee or action plan when you already have useful context.
* Clear and specific notes can improve the quality of recommendations.
* Avoid adding vague notes that do not help explain the deal.
* Keep notes updated as the deal progresses.
* Use Notes to capture information from calls, emails, demos, internal discussions, and stakeholder research.


# 5.2 Add Account Notes
Source: https://docs.dealtree.io/user-guide/notes/5-2-add-account-notes

5.2 Add Account Notes

Adding account notes helps you capture important context about a specific company inside Dealtree.
Notes are useful when you already know something about the account that should influence the buying committee map or action plan. This may include known champions, decision-makers, blockers, objections, meeting outcomes, buying signals, or internal relationships.

## Pre-conditions

Before adding account notes, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard

## Why Add Account Notes?

Not every important detail about a deal can be found from company data.
You may learn useful information from discovery calls, email conversations, demos, LinkedIn research, referrals, or internal sales notes. Adding those details to Dealtree helps keep your account strategy organized in one place.
Account notes can help Dealtree better understand:

* Who your champion is
* Who may control budget
* Who may influence the buying decision
* Which stakeholders are already engaged
* Which objections or risks exist
* Whether procurement or legal is involved
* What the next step should be

## Steps to Add Account Notes

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row where you want to add notes.
This opens the Account Workspace.

### Step 4: Open the Notes Tab

Inside the Account Workspace, click the **Notes** tab.
This opens the Notes Dashboard for that account.

### Step 5: Click Add Note

Click the **Add Note** button or note input area.
A note form or text editor will open.

### Step 6: Write the Note

Write the account context you want to save.
For example:
`Salman Saafi is our champion. He is helping us understand the internal buying process and may introduce us to the CTO.`
Try to make the note clear, specific, and useful for future account planning.

### Step 7: Save the Note

Click **Save**, **Create**, or the relevant confirmation button.
Once saved, the note will appear in the Notes Dashboard for that account.

## Examples of Good Account Notes

Good notes are specific and actionable.
For example:

* `The CTO joined the last demo and asked about data accuracy.`
* `Procurement has not been identified yet.`
* `The CEO may be the final decision-maker based on company size.`
* `The sales team is looking for a better way to map enterprise accounts.`
* `Main objection: team is unsure whether the data coverage is strong enough.`
* `Champion wants to present this internally next week.`

## Important Notes

* Notes are saved inside a specific account, not across all accounts.
* Add notes before generating the buying committee or action plan when you already have useful context.
* Clear notes can improve the relevance of Dealtree’s recommendations.
* Keep notes updated as new conversations happen.
* Avoid adding notes that are too vague, such as `Good call` or `Interested`, without extra context.
* Use notes to capture information that can help you plan the next sales action.


# 5.3 Edit Notes
Source: https://docs.dealtree.io/user-guide/notes/5-3-edit-notes

5.3 Edit Notes

Editing notes allows you to update existing account context inside Dealtree.
As your deal progresses, new information may become available. A champion may introduce another stakeholder, a blocker may appear, procurement may get involved, or the next step may change. Editing notes helps keep your account intelligence accurate and useful.

## Pre-conditions

Before editing notes, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Added at least one note to the account
* Opened the Account Workspace from the Accounts Dashboard

## Why Edit Notes?

Account notes should reflect the latest information about the deal.
You may need to edit a note when:

* A stakeholder’s role has changed
* A champion is confirmed or replaced
* A blocker has been identified
* A previous assumption is no longer correct
* A meeting outcome needs to be updated
* More details need to be added to an existing note
* The next step has changed
  Keeping notes updated helps Dealtree generate better buying committee recommendations and action plans.

## Steps to Edit Notes

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select the Account

Click the company name or account row where the note was added.
This opens the Account Workspace.

### Step 4: Open the Notes Tab

Inside the Account Workspace, click the **Notes** tab.
This opens the Notes Dashboard for that account.

### Step 5: Find the Note

Review the existing notes and find the note you want to update.

### Step 6: Click Edit

Click the **Edit** option for that note.
This will open the note editor.

### Step 7: Update the Note

Make the necessary changes to the note.
For example, you can update:

* Stakeholder information
* Buying role information
* Meeting outcomes
* Objections or risks
* Next steps
* Internal relationship details

### Step 8: Save the Changes

Click **Save**, **Update**, or the relevant confirmation button.
Once saved, the updated note will appear in the Notes Dashboard.

## Important Notes

* Edit notes whenever new account information becomes available.
* Keep notes clear, specific, and useful for sales planning.
* Updated notes can improve the quality of buying committee and action plan recommendations.
* Avoid replacing detailed notes with vague summaries.
* If a note contains outdated information, update it instead of leaving conflicting context.
* Review key notes before generating or regenerating an action plan.


# 5.4 Delete Notes
Source: https://docs.dealtree.io/user-guide/notes/5-4-delete-notes

5.4 Delete Notes

Deleting notes allows you to remove outdated, incorrect, duplicate, or irrelevant account context from Dealtree.
As your deal progresses, some notes may no longer be useful. Removing unnecessary notes helps keep the account workspace clean and makes it easier to focus on the most important information.

## Pre-conditions

Before deleting notes, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Added at least one note to the account
* Opened the Account Workspace from the Accounts Dashboard
* Permission to delete notes, if your workspace uses role-based access

## When to Delete Notes

You may want to delete a note when:

* The note was added by mistake
* The information is incorrect
* The note is a duplicate
* The note is no longer relevant
* The note contains outdated assumptions
* The note was added to the wrong account
* The note does not help with account planning
  Deleting low-value notes helps your team avoid confusion and work with cleaner account context.

## Steps to Delete Notes

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select the Account

Click the company name or account row where the note was added.
This opens the Account Workspace.

### Step 4: Open the Notes Tab

Inside the Account Workspace, click the **Notes** tab.
This opens the Notes Dashboard for that account.

### Step 5: Find the Note

Review the existing notes and find the note you want to remove.

### Step 6: Click Delete

Click the **Delete** option for that note.
A confirmation message may appear before the note is removed.

### Step 7: Confirm the Deletion

Review the confirmation message carefully.
If you are sure you want to remove the note, confirm the deletion.
Once confirmed, the note will be removed from the Notes Dashboard.

## Important Notes

* Deleted notes may not be recoverable.
* Make sure the note is no longer needed before deleting it.
* If a note contains useful information but needs correction, edit the note instead of deleting it.
* Deleting outdated or incorrect notes can improve the quality of account context.
* Before generating a buying committee or action plan, remove notes that may create confusion.
* If you are working with a team, check whether others still need the note before deleting it.


# 5.5 How Notes Improve Buying Committee and Action Plan Results
Source: https://docs.dealtree.io/user-guide/notes/5-5-how-notes-improve-results

5.5 How Notes Improve Buying Committee and Action Plan Results

Notes help Dealtree understand the real context behind an account.
While Dealtree can use company and people data to generate account intelligence, your own sales context adds another layer of accuracy. Notes can include information from calls, emails, demos, LinkedIn research, referrals, or internal discussions.
When you add useful notes, Dealtree can use that context to generate better buying committee recommendations and more practical action plans.

## Pre-conditions

Before using notes to improve results, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Added relevant account notes
* Synced or reviewed the organization data for the account

## Why Notes Matter

Company data can show who works at an account, but it may not always show what is happening inside the deal.
For example, public data may show that someone is the CTO, but your notes may reveal that the CTO joined the last demo, raised technical concerns, and needs to approve the solution before the deal moves forward.
That kind of context helps Dealtree understand the account more clearly.
Notes can help Dealtree identify:

* Known champions
* Possible economic buyers
* Technical evaluators
* End users
* Blockers
* Procurement or legal involvement
* Deal risks
* Buying signals
* Next steps
* Internal relationships between stakeholders

## How Notes Improve Buying Committee Results

Buying committee mapping depends on understanding who is involved in the buying decision and what role each person may play.
Notes can improve this process by giving Dealtree extra context that may not be visible from job titles alone.
For example, if you add a note saying:
`Salman Saafi is our champion and is helping us get introduced to the CTO.`
Dealtree can use that context when identifying the Champion role and recommending how to engage other stakeholders.
Notes can also help when a stakeholder has a broad or unclear title. A person’s job title may not fully explain their influence, but your notes can clarify whether they are a buyer, evaluator, user, blocker, or internal advocate.

## How Notes Improve Action Plan Results

Action plans are more useful when they are based on real account context.
When you add notes before generating an action plan, Dealtree can create recommendations that reflect what is actually happening in the deal.
For example, notes can help Dealtree recommend actions such as:

* Ask the champion to confirm the approval path
* Validate whether the CTO needs to approve technical fit
* Identify who owns procurement or legal review
* Prepare a response to a known objection
* Multi-thread into another department
* Confirm whether the CEO is involved in the final decision
* Follow up with a stakeholder who showed interest in the last call
  Without notes, the action plan may rely mostly on available people data and general sales logic. With notes, the recommendations can become more specific to your account.

## Examples of Notes That Improve Results

Useful notes are clear and specific.
For example:

* `Salman Saafi is our champion and wants to introduce us to the CTO.`
* `The CTO asked about data accuracy during the demo.`
* `The CEO may be involved in final approval because the company is still founder-led.`
* `Procurement has not been identified yet.`
* `The sales team is evaluating tools to improve enterprise account research.`
* `The main objection is whether the org chart data is accurate enough.`
* `The champion wants to present this internally next week.`
  These notes help Dealtree understand people, roles, risks, and next steps more clearly.

## Best Practices for Writing Notes

To get better buying committee and action plan results, write notes that explain what matters in the deal.
Good notes should include:

* Stakeholder names
* Role or influence in the deal
* Known objections
* Buying signals
* Decision process details
* Upcoming meetings
* Internal relationships
* Risks or blockers
* Next steps
  Try to avoid vague notes such as:
* `Good call`
* `Interested`
* `Follow up later`
* `Need to check`
  Instead, add more context.
  For example:
  `The sales leader showed interest in reducing account research time, but wants proof that the stakeholder data is accurate before inviting the VP Sales.`

## Important Notes

* Add notes before generating the buying committee or action plan whenever possible.
* Keep notes specific, clear, and relevant to the deal.
* Update notes as new information becomes available.
* Remove outdated or incorrect notes to avoid confusing the recommendations.
* Notes do not replace org chart or people data. They enhance the intelligence Dealtree generates.
* The better your account notes, the more useful your buying committee and action plan can become.


# 6. Org Chart
Source: https://docs.dealtree.io/user-guide/org-chart

6. Org Chart

<page>**6.1 Org Chart Overview**</page>
<page>6.2 Generate or Sync an Org Chart</page>
<page>**6.3 Understanding the Master Org Chart**</page>
<page>**6.4 Browse Departments**</page>
<page>6.5 View Stakeholder Profiles</page>
<page>**6.6 Add a Stakeholder**</page>
<page>**6.7 Edit Org Chart**</page>
<page>**6.8 Export Stakeholders**</page>
<page>**6.9 Org Chart Best Practices**</page>


# 6.1 Org Chart Overview
Source: https://docs.dealtree.io/user-guide/org-chart/6-1-org-chart-overview

6.1 Org Chart Overview

The Org Chart helps you understand the people and structure inside a specific account.
Instead of researching stakeholders manually across different sources, Dealtree gives you a structured view of the company so you can identify relevant people, understand departments, and prepare a stronger account strategy.

## Pre-conditions

Before using the Org Chart, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Synced the organization data, if the org chart is not available yet

## What is the Org Chart?

The Org Chart is a visual and structured map of people inside an account.
It helps you see who works at the company, what roles they hold, and how different stakeholders may fit into the broader organization.
The Org Chart is useful for account research, stakeholder discovery, buying committee mapping, and multi-threaded sales planning.

## Why the Org Chart Matters

In B2B sales, it is risky to rely on only one contact inside an account. Deals often involve multiple people across leadership, technical teams, end users, procurement, operations, and finance.
The Org Chart helps you:

* Discover relevant stakeholders
* Understand company structure
* Identify possible decision-makers
* Find potential champions
* Spot missing relationships
* Prepare better outreach
* Support buying committee mapping
* Build a stronger multi-threaded sales strategy
  By reviewing the Org Chart, you can move from guessing the account structure to working with a clearer stakeholder map.

## What You Can Do in the Org Chart

From the Org Chart tab, you can:

* View the master org chart
* Browse departments
* Review stakeholder profiles
* Search for relevant people
* Add stakeholders manually
* Edit org chart information
* Export stakeholders
* Review account structure before generating the buying committee

## How the Org Chart Supports Other Features

The Org Chart is one of the foundations of Dealtree’s account intelligence.
After reviewing or syncing the Org Chart, Dealtree can use the people data to support:

* Buying committee mapping
* Champion identification
* Technical buyer identification
* Blocker detection
* Procurement or legal discovery
* Action plan generation
  For example, if the Org Chart includes the CEO, CTO, sales leaders, product leaders, and operations leaders, Dealtree can use that structure to suggest who may influence the buying decision for your product.

## Steps to Access the Org Chart

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This will open the org chart view for that specific account.

### Step 5: Review the Organization Structure

Review the available stakeholders, departments, and reporting structure.
Use this information to understand the account and decide which people may be relevant to your deal.

## Important Notes

* The Org Chart is specific to each account.
* If the Org Chart is empty or outdated, use Sync Organization to refresh the people data.
* The Org Chart helps improve buying committee and action plan results.
* Larger accounts may have more complex org charts and require deeper review.
* You can add or edit stakeholder information if you have additional context.
* Review the Org Chart before generating the buying committee for better account planning.


# 6.2 Generate or Sync an Org Chart
Source: https://docs.dealtree.io/user-guide/org-chart/6-2-generate-or-sync-org-chart

6.2 Generate or Sync an Org Chart

Generating or syncing an org chart helps you create or refresh the people structure for a specific account inside Dealtree.
When you add a new account, Dealtree can use the company domain to collect and organize people data. If you are already working on an existing account, you can sync the organization again to refresh the stakeholder data and keep the org chart up to date.

## Pre-conditions

Before generating or syncing an org chart, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Added the correct company domain
* Available credits, if org chart generation or syncing requires credits in your plan

## What Generate or Sync Means

Generating an org chart creates the initial people map for an account.
Syncing an org chart refreshes the people data for an existing account. This is useful when you want to update stakeholder information, find new people, or make sure the account data is still current.
Use this feature when:

* You added a new account and need to create its org chart
* The existing org chart looks outdated
* New stakeholders may have joined the company
* People may have changed roles or departments
* You want to refresh account data before generating a buying committee
* You want a more updated action plan based on current people data

## Why Syncing the Org Chart Matters

People data changes frequently. A stakeholder may leave the company, get promoted, move to another department, or become more relevant to your deal.
If you are working on an active opportunity, syncing the org chart helps you avoid relying on stale account data.
A refreshed org chart can help you:

* Discover updated stakeholders
* Review current departments
* Improve buying committee mapping
* Identify new possible champions or blockers
* Strengthen multi-threading
* Generate a more relevant action plan

## Steps to Generate or Sync an Org Chart

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to work on.
This opens the Account Workspace.

### Step 4: Review the Company Domain

Before generating or syncing the org chart, check the company domain in the Account Workspace.
Make sure the domain is correct and belongs to the company you want to analyze.

### Step 5: Click Sync Organization

Click the **Sync Organization** button.
Dealtree will start collecting, refreshing, and organizing people data for that account.

### Step 6: Wait for the Process to Complete

The sync process may take some time depending on the company size and available data.
Once completed, the updated org chart will be available in the account.

### Step 7: Open the Org Chart Tab

Click the **Org Chart** tab inside the Account Workspace.
Review the generated or updated org chart, including stakeholders, departments, and available people information.

## What to Do After Generating or Syncing

After the org chart is generated or synced, review the account structure carefully.
You can then:

* Browse the master org chart
* Review departments
* Open stakeholder profiles
* Add missing stakeholders if needed
* Edit stakeholder information if required
* Export stakeholders
* Generate or refresh the buying committee
* Generate a new action plan

## Important Notes

* Use the company’s official website domain for better results.
* Sync Organization works like account-level people data enrichment.
* Syncing may use credits depending on your plan.
* Larger companies may take longer to process.
* If the org chart looks incomplete, check whether the company domain is correct.
* Sync the organization before generating a buying committee if the account data may be outdated.
* For active deals, refresh the org chart before important calls, deal reviews, or strategy planning.


# 6.3 Understanding the Master Org Chart
Source: https://docs.dealtree.io/user-guide/org-chart/6-3-master-org-chart

6.3 Understanding the Master Org Chart

The Master Org Chart gives you a complete view of the people data available for a specific account inside Dealtree.
It acts as the main organizational map for the account. From this view, you can explore stakeholders, understand departments, identify relevant people, and prepare for buying committee mapping or action plan generation.

## Pre-conditions

Before using the Master Org Chart, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account

## What is the Master Org Chart?

The Master Org Chart is the primary org chart view inside an account.
It shows the available people and structure for that company based on the organization data Dealtree has collected or enriched.
You can use the Master Org Chart to understand:

* Who works at the company
* Which departments are represented
* Which stakeholders may be relevant to your deal
* How leadership, technical, operational, and user roles may fit into the account
* Where you may need more stakeholder coverage

## Why the Master Org Chart Matters

The Master Org Chart helps you move beyond a single-contact sales approach.
Instead of relying only on the person you already know, you can use the org chart to discover other people who may influence the deal. This is especially important in mid-market and enterprise sales, where buying decisions often involve multiple stakeholders.
The Master Org Chart can help you:

* Identify possible decision-makers
* Find potential champions
* Discover technical evaluators
* Locate end users
* Spot possible blockers
* Understand which departments may be involved
* Plan a stronger multi-threaded sales motion

## How to Read the Master Org Chart

When reviewing the Master Org Chart, look for the people and departments most relevant to your product or service.
For example, if you sell a sales intelligence platform, you may want to look for people in sales, revenue, growth, marketing, operations, RevOps, or leadership roles.
If you sell a technical product, you may want to focus on engineering, product, IT, security, or technical leadership.
The goal is not only to find names. The goal is to understand which people may influence the buying process.

## Steps to View the Master Org Chart

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This opens the org chart view for that specific account.

### Step 5: Select the Master Org Chart View

Open the **Master Org Chart** view if it is not already selected.
This will show the broader people structure available for the account.

### Step 6: Review Stakeholders and Departments

Review the available stakeholders, job titles, departments, and any visible structure.
Use this information to understand the account and decide which people may be important for your deal.

## What to Look For in the Master Org Chart

When reviewing the Master Org Chart, pay attention to:

* Senior leaders who may control budget
* Department heads who may own the business problem
* Technical leaders who may evaluate implementation or security
* End users who may use the product directly
* Operations or RevOps roles who may influence process change
* Procurement, finance, or legal contacts who may be involved later
* People connected to your champion or existing contact
  These signals can help you prepare a stronger buying committee map and action plan.

## Important Notes

* The Master Org Chart is specific to one account.
* The org chart depends on the people data available for that company.
* If the Master Org Chart looks outdated, use Sync Organization to refresh the data.
* Larger companies may have more complex org charts and more stakeholders to review.
* Not every person in the org chart will be relevant to your deal.
* Use your Seller Context and account notes to decide which stakeholders matter most.
* Review the Master Org Chart before generating the buying committee for better results.


# 6.4 Browse Departments
Source: https://docs.dealtree.io/user-guide/org-chart/6-4-browse-departments

6.4 Browse Departments

Browse Departments helps you explore the people data in an account by department or functional area.
Instead of reviewing everyone in the Master Org Chart at once, you can use department-level browsing to focus on the teams that are most relevant to your product, service, or sales motion.

## Pre-conditions

Before browsing departments, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account

## What Does Browse Departments Mean?

Browse Departments allows you to review stakeholders by team or function.
For example, depending on the available account data, you may be able to explore departments such as:

* Sales
* Marketing
* Product
* Engineering
* Operations
* RevOps
* Finance
* HR
* Legal
* Customer Success
* Leadership
  This makes it easier to focus your research instead of scanning the entire organization manually.

## Why Browsing Departments Matters

Different products involve different departments in the buying process.
For example, if you sell a sales intelligence platform, you may want to focus on sales, revenue, growth, RevOps, marketing, or leadership roles.
If you sell a technical product, you may need to review engineering, product, IT, security, or technical leadership.
Browsing departments helps you:

* Find relevant stakeholders faster
* Understand which teams may influence the deal
* Identify possible end users
* Spot technical evaluators
* Discover department heads or budget owners
* Build a stronger buying committee map
* Plan a better multi-threaded outreach strategy

## Steps to Browse Departments

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This opens the org chart view for that specific account.

### Step 5: Review the Available Departments

Look for the department or team views inside the Org Chart section.
Select the department you want to explore.

### Step 6: Review Stakeholders in That Department

Review the people listed under the selected department.
Pay attention to job titles, seniority, relevance to your product, and possible influence in the buying process.

### Step 7: Move Between Departments

Switch between departments as needed to build a broader understanding of the account.
For example, you may start with Sales, then review RevOps, Marketing, Product, Engineering, Finance, or Leadership depending on your sales motion.

## What to Look For While Browsing Departments

When browsing departments, look for stakeholders who may fit roles such as:

* Economic buyer
* Champion
* End user
* Technical buyer
* Blocker
* Procurement or legal contact
* Influencer
* Department head
* Budget owner
  You should also look for gaps. For example, if you only know someone in one department, browsing other departments can help you find additional people to engage.

## Important Notes

* Departments depend on the available people data for the account.
* Not every account will have the same department structure.
* Some stakeholders may appear under broad or unexpected departments depending on their title or available data.
* Use Seller Context to decide which departments matter most.
* Use Notes to capture any department-specific insights you already know.
* If department data looks outdated, use Sync Organization to refresh the account’s people data.
* Browse Departments before generating or reviewing the buying committee if you want a better understanding of stakeholder coverage.


# 6.5 View Stakeholder Profiles
Source: https://docs.dealtree.io/user-guide/org-chart/6-5-view-stakeholder-profiles

6.5 View Stakeholder Profiles

Stakeholder Profiles help you review individual people inside an account.
After generating or syncing the org chart, Dealtree shows available stakeholders connected to that company. Each stakeholder profile gives you more context about a person, such as their role, department, seniority, and possible relevance to your deal.

## Pre-conditions

Before viewing stakeholder profiles, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account

## What is a Stakeholder Profile?

A Stakeholder Profile is the individual people view inside an account.
It helps you understand who a person is, what role they hold, and how they may fit into the buying process.
Depending on the available data, a stakeholder profile may include:

* Name
* Job title
* Department
* Seniority
* Company
* LinkedIn profile, if available
* Possible relevance to the account or deal

## Why Stakeholder Profiles Matter

The org chart gives you the broader account structure, but stakeholder profiles help you review people one by one.
This is useful when you want to:

* Understand a stakeholder’s role
* Identify possible decision-makers
* Review potential champions
* Find technical buyers
* Locate possible end users
* Check if a person may influence the deal
* Decide who to contact next
* Prepare personalized outreach
  In complex B2B sales, understanding individual stakeholders is just as important as understanding the full account structure.

## Steps to View Stakeholder Profiles

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row you want to review.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This opens the org chart view for that specific account.

### Step 5: Find a Stakeholder

Browse the Master Org Chart or department views to find a stakeholder you want to review.
You can use the person’s name, job title, department, or seniority to decide who to open.

### Step 6: Open the Stakeholder Profile

Click the stakeholder card, name, or profile option.
This will open the stakeholder profile or show more details about that person.

### Step 7: Review the Stakeholder Details

Review the available information, such as name, title, department, and profile link if available.
Use this information to decide whether the stakeholder may be relevant to your buying committee or action plan.

## What to Look For in a Stakeholder Profile

When reviewing a stakeholder profile, pay attention to:

* Whether the person owns the business problem
* Whether they may control budget
* Whether they may evaluate technical fit
* Whether they may use the product directly
* Whether they may influence the champion
* Whether they could become a blocker
* Whether they are connected to your existing contact
* Whether they should be included in your outreach or follow-up plan

## Important Notes

* Stakeholder Profiles are based on the available people data for the account.
* Some profiles may have more details than others.
* If stakeholder information looks outdated, use Sync Organization to refresh the account data.
* Not every stakeholder in the org chart will be relevant to your deal.
* Use Seller Context and account notes to decide which stakeholders matter most.
* Review key stakeholder profiles before generating the buying committee or action plan.


# 6.6 Add a Stakeholder
Source: https://docs.dealtree.io/user-guide/org-chart/6-6-add-stakeholder

6.6 Add a Stakeholder

Add a Stakeholder allows you to manually add a person to an account’s org chart inside Dealtree.
This is useful when you already know someone who is involved in the deal, but that person is not currently available in the generated org chart. You can add them manually so they become part of the account intelligence workflow.

## Pre-conditions

Before adding a stakeholder, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account
* Basic information about the stakeholder you want to add

## When to Add a Stakeholder

You may want to add a stakeholder when:

* A known contact is missing from the org chart
* Someone joined your sales call but is not listed in the account
* Your champion introduced a new person
* You found a relevant stakeholder through LinkedIn or another source
* A decision-maker, evaluator, blocker, or procurement contact is missing
* You want the buying committee or action plan to consider that person
  Adding a stakeholder helps keep the account workspace complete and useful.

## Information You May Need

When adding a stakeholder, you may need to provide details such as:

* Name
* Job title
* Department
* LinkedIn profile URL, if available
* Role or relevance in the account
* Any other available contact or profile information
  The more accurate the stakeholder information is, the more useful it can be for org chart review, buying committee mapping, and action plan generation.

## Steps to Add a Stakeholder

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row where you want to add the stakeholder.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This opens the org chart view for that specific account.

### Step 5: Click Add Stakeholder

Click the **Add Stakeholder** button or option.
A form will open where you can enter the stakeholder details.

### Step 6: Enter Stakeholder Information

Fill in the available information about the stakeholder.
For example:

* Name: `Salman Saafi`
* Job Title: `Senior Product and GTM`
* Department: `Product or Growth`
* LinkedIn URL: `Stakeholder’s LinkedIn profile URL`
  Make sure the information is accurate before saving.

### Step 7: Save the Stakeholder

Click **Save**, **Create**, or the relevant confirmation button.
Once saved, the stakeholder will be added to the account.

### Step 8: Review the Updated Org Chart

After adding the stakeholder, review the Org Chart to confirm that the person has been added correctly.
You can then use this stakeholder when reviewing the buying committee or generating an action plan.

## What to Do After Adding a Stakeholder

After adding a stakeholder, you can:

* Review their stakeholder profile
* Add notes about their role in the deal
* Include them in buying committee analysis
* Consider them when generating the action plan
* Use them for multi-threaded outreach planning
  For example, if the stakeholder is your champion, add a note explaining their role and relationship to the deal. This can help Dealtree generate better recommendations.

## Important Notes

* Add stakeholders only to the account where they are relevant.
* Use accurate names, titles, and profile links whenever possible.
* If you are unsure about someone’s role, add a note with the context you know.
* Manually added stakeholders can help fill gaps in the org chart.
* After adding an important stakeholder, review or regenerate the buying committee if needed.
* If the stakeholder already exists in the org chart, avoid creating a duplicate.
* Use Sync Organization if you want to refresh the account’s people data before adding stakeholders manually.


# 6.7 Edit Org Chart
Source: https://docs.dealtree.io/user-guide/org-chart/6-7-edit-org-chart

6.7 Edit Org Chart

Edit Org Chart allows you to update stakeholder information inside an account’s org chart.
This is useful when you find incomplete, outdated, incorrect, or missing people data. By editing the org chart, you can keep the account structure cleaner and make the buying committee and action plan more accurate.

## Pre-conditions

Before editing an org chart, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account
* Permission to edit org chart information, if your workspace uses role-based access

## When to Edit an Org Chart

You may need to edit the org chart when:

* A stakeholder has an incorrect job title
* A person is assigned to the wrong department
* A stakeholder profile has incomplete information
* A stakeholder has changed roles
* A manually added stakeholder needs correction
* You want to clean up duplicate or inaccurate information
* Your team has discovered better account context during the sales process
  Keeping the org chart updated helps your team work with better account intelligence.

## What You Can Edit

Depending on your workspace permissions and available fields, you may be able to update details such as:

* Stakeholder name
* Job title
* Department
* Seniority
* LinkedIn profile URL
* Role or relevance
* Other available stakeholder details

## Steps to Edit an Org Chart

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row where you want to edit the org chart.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This opens the org chart view for that specific account.

### Step 5: Find the Stakeholder

Browse the Master Org Chart or department views to find the stakeholder you want to edit.
You can identify the person by name, title, department, or profile information.

### Step 6: Open the Edit Option

Click the stakeholder card, profile, or action menu.
Select the **Edit** option if available.

### Step 7: Update the Stakeholder Details

Make the required changes to the stakeholder information.
For example, you may update their job title, department, or LinkedIn profile URL.

### Step 8: Save the Changes

Click **Save**, **Update**, or the relevant confirmation button.
Once saved, the updated information will appear in the org chart.

## What to Do After Editing the Org Chart

After editing the org chart, review the updated stakeholder information.
You may also want to:

* Add a note explaining why the stakeholder is important
* Review the buying committee again
* Regenerate the buying committee if key stakeholder information changed
* Regenerate the action plan if the stakeholder affects next steps
* Use Sync Organization later if you want to refresh broader people data

## Important Notes

* Editing the org chart helps keep account intelligence accurate.
* If people data looks outdated across the account, use Sync Organization to refresh the organization.
* If only one stakeholder needs correction, edit that stakeholder directly.
* Avoid creating duplicate stakeholders when updating information.
* Updated stakeholder information can improve buying committee and action plan recommendations.
* If you are unsure about a stakeholder’s exact role, add a note with the context you know.


# 6.8 Export Stakeholders
Source: https://docs.dealtree.io/user-guide/org-chart/6-8-export-stakeholders

6.8 Export Stakeholders

Export Stakeholders allows you to download stakeholder data from an account in Dealtree.
This is useful when you want to use account people data outside Dealtree, share it with your team, review it in a spreadsheet, or add it to your sales workflow.

## Pre-conditions

Before exporting stakeholders, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account
* Available stakeholder data in the Org Chart

## Why Export Stakeholders?

Exporting stakeholders helps you take the people data from Dealtree and use it in other parts of your sales process.
You may want to export stakeholders when:

* You want to review account contacts in a spreadsheet
* You want to share stakeholder data with your team
* You want to prepare an outreach list
* You want to upload stakeholder information into another tool
* You want to document account research for deal review
* You want to analyze people data outside Dealtree
  This gives your team more flexibility in how they use the account intelligence.

## What Data Can Be Exported?

Depending on the available data, the exported file may include stakeholder information such as:

* Name
* Job title
* Department
* Seniority
* Company
* LinkedIn profile URL
* Other available stakeholder details
  The exact fields may depend on the account data available inside Dealtree.

## Steps to Export Stakeholders

### Step 1: Log In to Dealtree

Go to:
`https://app.dealtree.io`
Enter your email and password, then log in to your workspace.

### Step 2: Open the Accounts Section

From the left sidebar, click **Accounts**.
This will open the Accounts Dashboard.

### Step 3: Select an Account

Click the company name or account row where you want to export stakeholders.
This opens the Account Workspace.

### Step 4: Open the Org Chart Tab

Inside the Account Workspace, click the **Org Chart** tab.
This opens the org chart view for that specific account.

### Step 5: Review the Stakeholders

Before exporting, review the available stakeholders in the Master Org Chart or department views.
Make sure the account data looks relevant and up to date.

### Step 6: Click Export Stakeholders

Click the **Export Stakeholders** button or option.
Dealtree will prepare the stakeholder data for download.

### Step 7: Download the File

Download the exported file to your device.
The file can then be opened in a spreadsheet tool or shared with your team.

## What to Do After Exporting

After exporting stakeholders, you can use the file to:

* Build an outreach list
* Review account coverage with your team
* Prepare for a deal review
* Identify missing buying committee roles
* Compare stakeholders across departments
* Plan multi-threaded outreach
* Import contact data into another workflow, if needed

## Important Notes

* Exported stakeholder data is based on the people data available in the account.
* If the org chart looks outdated, use Sync Organization before exporting.
* Export only the account data you need for your sales workflow.
* Review the exported file before using it in outreach or external tools.
* Some stakeholder fields may be missing if the data is not available.
* Be careful when sharing exported stakeholder data outside your workspace.
* If you manually added or edited stakeholders, review those updates before exporting.


# 6.9 Org Chart Best Practices
Source: https://docs.dealtree.io/user-guide/org-chart/6-9-org-chart-best-practices

6.9 Org Chart Best Practices

Org Chart Best Practices help you use Dealtree’s org chart more effectively when researching an account, identifying stakeholders, and preparing a sales strategy.
The org chart is not just a list of people. It is a map that helps you understand who may influence the deal, which departments matter, and where you may need to build more relationships.

## Pre-conditions

Before applying org chart best practices, make sure you have:

* Created a Dealtree account
* Logged in to your workspace
* Added at least one account
* Opened the Account Workspace from the Accounts Dashboard
* Generated or synced the organization data for the account
* Reviewed the Master Org Chart

## Start with the Right Company Domain

Always create the account using the company’s official website domain.
The domain helps Dealtree identify the right company and generate more relevant people data.
For example, use:
`company.com`
Avoid using:

* LinkedIn company URLs
* Personal profile URLs
* Social media URLs
* Blog URLs
* Unrelated subdomains
  A clean and correct domain gives you a better foundation for org chart generation.

## Sync the Organization Before Reviewing Stakeholders

Before using the org chart for buying committee mapping or sales planning, make sure the organization data is synced.
People data changes over time. Employees may join, leave, change roles, or move departments.
Use **Sync Organization** when:

* The account is newly created
* The org chart looks outdated
* You are preparing for an important call
* You are reviewing an active opportunity
* You want to refresh people data before generating the buying committee
* You want to create a more relevant action plan

## Review the Master Org Chart First

Start with the Master Org Chart before going into individual departments.
This gives you a broad view of the account and helps you understand the overall stakeholder landscape.
Look for:

* Senior leaders
* Department heads
* Relevant functional teams
* Possible decision-makers
* Potential champions
* Technical evaluators
* Procurement or legal contacts
* Possible blockers
  After reviewing the full structure, you can go deeper into specific departments.

## Focus on Relevant Departments

Not every department will matter equally for every deal.
Use your Seller Context to decide which departments are most relevant to your product or service.
For example:

* If you sell a sales tool, review Sales, Revenue, Growth, Marketing, RevOps, and Leadership.
* If you sell a technical product, review Engineering, Product, IT, Security, and Technical Leadership.
* If you sell a finance product, review Finance, Operations, Procurement, and Leadership.
* If you sell a people or HR product, review HR, People Operations, Operations, and Leadership.
  This helps you avoid spending time on stakeholders who are unlikely to influence the deal.

## Do Not Rely on One Contact

One of the biggest risks in B2B sales is depending on only one person inside the account.
Use the org chart to find additional stakeholders who may influence the buying decision.
Try to identify:

* Who owns the business problem
* Who controls the budget
* Who will use the product
* Who will evaluate technical fit
* Who may approve the purchase
* Who may slow down or block the deal
* Who can introduce you to other stakeholders
  A stronger account strategy usually includes multiple relationships across the company.

## Use Notes to Add Real Deal Context

The org chart shows people and structure, but your notes add deal-specific context.
If you already know something important about a stakeholder, add it in the Notes tab.
For example:

* `Ayesha is the champion and is helping us reach the CTO.`
* `The CTO asked about data accuracy during the demo.`
* `Procurement has not been identified yet.`
* `The VP Sales owns the problem but may need CEO approval.`
* `The current blocker is concern around implementation time.`
  These notes can help improve buying committee and action plan recommendations.

## Add Missing Stakeholders Manually

If you know a relevant person who is not currently shown in the org chart, add them manually.
This is useful when:

* Your champion introduced someone new
* A stakeholder joined a call
* You found a relevant person through LinkedIn
* A decision-maker is missing from the org chart
* You identified procurement, legal, or finance involvement
* You want Dealtree to consider that person in future analysis
  After adding a stakeholder, review the buying committee again if that person may affect the deal.

## Keep Stakeholder Information Clean

Accurate stakeholder information helps Dealtree generate better recommendations.
Review and update stakeholder details when needed.
Pay attention to:

* Correct names
* Current job titles
* Relevant departments
* LinkedIn profile URLs
* Duplicate stakeholders
* Outdated roles
* Incorrect department mapping
  If a single stakeholder is wrong, edit that stakeholder. If the broader account data looks outdated, use Sync Organization.

## Export Stakeholders When Needed

Use Export Stakeholders when you want to use account people data outside Dealtree.
For example, you can export stakeholders to:

* Review them in a spreadsheet
* Share them with your team
* Prepare a deal review
* Build an outreach list
* Compare departments
* Plan multi-threaded outreach
  Before exporting, make sure the org chart is updated and the stakeholder data looks relevant.

## Use the Org Chart Before Generating the Buying Committee

The org chart is one of the foundations of buying committee mapping.
Before generating or reviewing the buying committee, check the org chart to understand whether the right stakeholders are available.
This helps you spot possible gaps before relying on the generated buying committee.
For example, if procurement or legal contacts are missing from the org chart, the buying committee may show that role as not covered.

## Use the Org Chart Before Generating an Action Plan

The action plan becomes more useful when the org chart is accurate and updated.
Before generating an action plan, review the org chart and add any missing context through Notes.
This helps Dealtree recommend more practical next steps based on the real account structure.

## Important Notes

* The org chart should be reviewed as part of your account strategy, not just as a contact list.
* Always use the official company domain when creating an account.
* Sync Organization when you need updated people data.
* Review the Master Org Chart before focusing on specific departments.
* Use Seller Context to decide which departments and stakeholders matter most.
* Add notes when you know something important about a stakeholder.
* Add missing stakeholders manually when needed.
* Keep stakeholder data clean and updated.
* Review the org chart before generating the buying committee or action plan.


# User guide
Source: https://docs.dealtree.io/user-guide/overview

Learn the full Dealtree workflow from account setup to action planning.

This guide is adapted from the Dealtree Notion user guide and reorganized for Mintlify. You can follow it end to end or jump to a section.

## Start here

* If you are new, begin with [Introduction to Dealtree](/user-guide/introduction) and [Getting started](/user-guide/getting-started).
* If you already have accounts, go to [Managing accounts](/user-guide/managing-accounts) and [Account workspace](/user-guide/account-workspace).
* If you want execution guidance, use [Buying committee](/user-guide/buying-committee), [Action plan](/user-guide/action-plan), and [Best practices](/user-guide/best-practices).

## Sections

1. [Introduction to Dealtree](/user-guide/introduction)
2. [Getting started](/user-guide/getting-started)
3. [Managing accounts](/user-guide/managing-accounts)
4. [Account workspace](/user-guide/account-workspace)
5. [Notes](/user-guide/notes)
6. [Org chart](/user-guide/org-chart)
7. [Buying committee](/user-guide/buying-committee)
8. [Action plan](/user-guide/action-plan)
9. [Seller profile](/user-guide/seller-profile)
10. [Team](/user-guide/team)
11. [Billing and credits](/user-guide/billing-and-credits)
12. [Best practices](/user-guide/best-practices)

## Recommended workflow

<Steps>
  <Step title="Set up your seller profile">
    Add product name, category, and description so Dealtree can map stakeholders and recommendations to your actual sales motion.
  </Step>

  <Step title="Add an account and capture context">
    Create the account from company domain, then add notes with known stakeholders, risks, and deal context.
  </Step>

  <Step title="Generate intelligence">
    Sync org data, review stakeholders, then generate buying committee roles.
  </Step>

  <Step title="Execute with the action plan">
    Prioritize high-impact tasks, update notes after each interaction, and regenerate recommendations when account context changes.
  </Step>
</Steps>


# 9. Seller
Source: https://docs.dealtree.io/user-guide/seller-profile

9. Seller

<page>**9.1 Seller Profile Overview**</page>
<page>**9.2 Add Product Name**</page>
<page>**9.3 Add Product Category**</page>
<page>**9.4 Add Product Description**</page>
<page>**9.5 Update Seller Context**</page>
<page>**9.6 How Seller Context Affects Dealtree Intelligence**</page>


# 9.1 Seller Profile Overview
Source: https://docs.dealtree.io/user-guide/seller-profile/9-1-seller-profile-overview

9.1 Seller Profile Overview

The Seller Profile helps Dealtree understand what you sell, who you sell to, and how your product or service creates value.
This context is important because Dealtree uses it when generating buying committee insights and action plans. The more clearly you describe your product, the better Dealtree can understand which stakeholders may matter in a deal and what actions may help you move the account forward.

## What is the Seller Profile?

The Seller Profile is where you add information about your own product or service.
It usually includes details such as:

* Product name
* Product category
* Product description
  For example, if you are selling a sales intelligence platform, you can describe what the platform does, who uses it, and what business problem it solves.
  Dealtree uses this information to make account recommendations more relevant to your sales process.

## Why the Seller Profile Matters

Different products involve different buyers.
For example, a sales tool may involve sales leaders, RevOps, SDR managers, AEs, and procurement. A technical infrastructure product may involve CTOs, engineering leaders, security teams, and technical evaluators.
By setting up your Seller Profile, you help Dealtree understand the type of stakeholders that may be involved in your buying process.
This can improve:

* Buying committee mapping
* Stakeholder role analysis
* Action Plan recommendations
* Multi-threading suggestions
* Messaging direction for different stakeholders

## Where to Find the Seller Profile

You can access the Seller Profile from the left sidebar.
Click **Seller** to open the Seller section.
From there, you can add or update your product information.

## What You Should Add

When filling out your Seller Profile, try to be clear and specific.
Add information such as:

* What your product or service does
* Who usually uses it
* Who usually approves or buys it
* What pain point it solves
* What outcome customers expect from it
* Any category or market your product belongs to
  A clear Seller Profile helps Dealtree create more useful account intelligence.

## Example

If you sell a sales intelligence platform, your Seller Profile may say:
**Product Name:** Dealtree
**Product Category:** Account Intelligence Platform
**Product Description:** Dealtree helps sales teams generate org charts, map buying committees, and create multi-threaded action plans to close B2B deals faster.
With this context, Dealtree can better understand that sales leaders, RevOps, founders, AEs, SDRs, and procurement may be relevant stakeholders in target accounts.

## Important Notes

* Set up your Seller Profile before generating buying committees and action plans.
* Keep your product description specific and easy to understand.
* Update your Seller Profile if your positioning, target customer, or product offering changes.
* A vague Seller Profile may lead to less relevant recommendations.
* The Seller Profile is used to improve Dealtree’s account intelligence, not just to store company information.

## Next Step

After reviewing the Seller Profile, add your product name, product category, and product description so Dealtree can generate more relevant recommendations for your accounts.


# 9.2 Add Product Name
Source: https://docs.dealtree.io/user-guide/seller-profile/9-2-add-product-name

9.2 Add Product Name

The Product Name field helps Dealtree identify the product or service you are selling.
Adding your product name is one of the first steps in setting up your Seller Profile. It gives Dealtree basic context about your offering before generating buying committee insights and action plan recommendations.

## Pre-conditions

Before adding a product name, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Seller** section from the sidebar
* The correct name of the product, service, or solution you want to sell

## Steps to Add Product Name

### Step 1: Go to Seller

From the left sidebar, click **Seller**.
This will open your Seller Profile page.

### Step 2: Find the Product Name Field

On the Seller Profile page, find the **Product Name** field.
This is where you enter the name of the product or service you are selling.

### Step 3: Enter Your Product Name

Type your product name into the field.
For example:
**Dealtree**
Use the name your prospects and customers would recognize.

### Step 4: Save Your Changes

After entering the product name, save the Seller Profile.
Once saved, Dealtree can use this information as part of your seller context.

## Best Practices

Use a clear and recognizable product name.
If your company has multiple products, enter the specific product you are selling through Dealtree. This helps the platform generate more accurate recommendations.
For example, instead of entering only your company name, enter the exact product or solution name if it is different from the company name.

## Important Notes

* The Product Name should reflect the product or service you want to sell into target accounts.
* You can update the Product Name later if your offering changes.
* The Product Name works together with Product Category and Product Description to improve Dealtree’s recommendations.
* A clear product name helps keep your account intelligence more relevant.

## Next Step

After adding the Product Name, add the Product Category so Dealtree can better understand what type of solution you are selling.


# 9.3 Add Product Category
Source: https://docs.dealtree.io/user-guide/seller-profile/9-3-add-product-category

9.3 Add Product Category

The Product Category field helps Dealtree understand what type of product or service you are selling.
Adding a product category gives Dealtree more context about your market, buyer type, and possible stakeholders involved in the buying process. This helps improve the quality of buying committee mapping and action plan recommendations.

## Pre-conditions

Before adding a product category, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Seller** section from the sidebar
* Already added your Product Name, if possible
* A clear understanding of your product or service category

## Steps to Add Product Category

### Step 1: Go to Seller

From the left sidebar, click **Seller**.
This will open your Seller Profile page.

### Step 2: Find the Product Category Field

On the Seller Profile page, find the **Product Category** field.
This is where you enter the category that best describes your product or service.

### Step 3: Enter Your Product Category

Type the category into the field.
For example:
**Account Intelligence Platform**
Other examples may include:

* Sales Intelligence Software
* CRM Tool
* Marketing Automation Platform
* Customer Support Software
* Project Management Software
* Consulting Service
* Lead Generation Service
  Choose the category that your prospects would most easily understand.

### Step 4: Save Your Changes

After entering the product category, save your Seller Profile.
Once saved, Dealtree will use this category as part of your seller context when generating account intelligence.

## Best Practices

Use a category that is clear, specific, and easy to understand.
For example, instead of writing only **Software**, write **Sales Intelligence Software** or **Account Intelligence Platform**.
A specific category helps Dealtree better understand which stakeholders may be involved in evaluating, approving, or using your product.

## Important Notes

* Product Category helps Dealtree understand your market and buyer context.
* You can update the category later if your positioning changes.
* The Product Category works together with Product Name and Product Description.
* Avoid using vague categories that do not clearly explain what you sell.
* A more specific category can help generate more relevant buying committee and action plan recommendations.

## Next Step

After adding the Product Category, add the Product Description to explain what your product does, who it helps, and what problem it solves.


# 9.4 Add Product Description
Source: https://docs.dealtree.io/user-guide/seller-profile/9-4-add-product-description

9.4 Add Product Description

The Product Description field helps Dealtree understand what your product or service does, who it helps, and what problem it solves.
This is one of the most important parts of your Seller Profile because Dealtree uses this information to generate more relevant buying committee insights and action plan recommendations.

## Pre-conditions

Before adding a product description, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Seller** section from the sidebar
* Added your Product Name
* Added your Product Category
* A clear explanation of your product, target users, and value proposition

## Steps to Add Product Description

### Step 1: Go to Seller

From the left sidebar, click **Seller**.
This will open your Seller Profile page.

### Step 2: Find the Product Description Field

On the Seller Profile page, find the **Product Description** field.
This is where you describe your product or service in detail.

### Step 3: Enter Your Product Description

Write a clear description of what your product does.
A good product description should explain:

* What your product is
* Who it is built for
* What problem it solves
* What outcome it helps customers achieve
  For example:
  **Dealtree is an account intelligence platform for sales teams, founders, consultants, and agencies. It helps users generate org charts, map buying committees, and create multi-threaded action plans so they can understand target accounts better and close B2B deals faster.**

### Step 4: Save Your Changes

After entering the product description, save your Seller Profile.
Once saved, Dealtree will use this description as part of your seller context.

## Best Practices

Write the description in simple and specific language.
Avoid using a vague description like:
**We help companies grow faster.**
Instead, explain what your product does and who it helps:
**We help B2B sales teams identify key stakeholders, understand buying committees, and create action plans for complex sales opportunities.**
The more specific your description is, the better Dealtree can understand your sales context.

## Important Notes

* Product Description helps Dealtree generate more relevant account intelligence.
* Include your target users and the main problem your product solves.
* Update the description if your product positioning changes.
* Avoid overly broad or unclear descriptions.
* The Product Description works together with Product Name and Product Category.

## Next Step

After adding the Product Description, review your full Seller Profile and save the updated seller context before generating buying committees or action plans.


# 9.5 Update Seller Context
Source: https://docs.dealtree.io/user-guide/seller-profile/9-5-update-seller-context

9.5 Update Seller Context

Updating Seller Context helps Dealtree stay aligned with what you currently sell, who you sell to, and how your product or service is positioned.
If your product name, category, description, target audience, or sales messaging changes, you should update your Seller Context before generating new buying committees or action plans.

## Pre-conditions

Before updating Seller Context, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Seller** section from the sidebar
* The latest product information you want Dealtree to use

## Steps to Update Seller Context

### Step 1: Go to Seller

From the left sidebar, click **Seller**.
This will open your Seller Profile page.

### Step 2: Review Existing Seller Information

Review the current information in your Seller Profile.
Check whether the following details are still accurate:

* Product Name
* Product Category
* Product Description
  If any information is outdated or unclear, update it before saving.

### Step 3: Edit the Required Fields

Click into the field you want to update and make the necessary changes.
For example, you may need to update your Product Description if your positioning has changed, your target users are different, or you have added new use cases.

### Step 4: Save Your Changes

After updating the Seller Context, save your changes.
Once saved, Dealtree will use the updated information when generating future account intelligence.

## When Should You Update Seller Context?

You should update your Seller Context when:

* Your product positioning changes
* You start selling to a new customer segment
* Your product category changes
* You add new features or use cases
* Your ideal customer profile changes
* Your sales messaging changes
* Your old description no longer explains your product clearly
  Keeping this information updated helps Dealtree generate recommendations that match your current sales strategy.

## Example

If your original Product Description says:
**We help sales teams generate org charts.**
But your product has evolved to include buying committee mapping and action plans, you should update it to something like:
**We help B2B sales teams generate org charts, map buying committees, and create multi-threaded action plans to understand target accounts and close deals faster.**
This gives Dealtree better context when analyzing stakeholders and recommending next steps.

## Important Notes

* Updated Seller Context affects future recommendations.
* If an account was analyzed using old seller information, you may want to regenerate the buying committee or action plan after updating your Seller Context.
* Clearer seller information can improve the relevance of Dealtree’s account intelligence.
* Avoid leaving outdated product descriptions in your Seller Profile.

## Next Step

After updating Seller Context, return to your target account and generate or refresh the buying committee and action plan so the recommendations reflect your latest positioning.


# 9.6 How Seller Context Affects Dealtree Intelligence
Source: https://docs.dealtree.io/user-guide/seller-profile/9-6-seller-context-impact

9.6 How Seller Context Affects Dealtree Intelligence

Seller Context helps Dealtree understand your product, your market, and the type of stakeholders who may be involved in your deals.
When you add your Product Name, Product Category, and Product Description, Dealtree uses that information as context while generating account intelligence. This helps the platform create recommendations that are more relevant to what you are actually selling.

## Why Seller Context Matters

Different products have different buying processes.
For example, a sales intelligence product may involve sales leaders, RevOps, SDR managers, account executives, founders, and procurement teams.
A technical infrastructure product may involve CTOs, engineering leaders, security teams, developers, and technical evaluators.
A consulting service may involve founders, department heads, finance leaders, operations teams, and executive sponsors.
Seller Context helps Dealtree understand which people may matter most for your specific product or service.

## How Dealtree Uses Seller Context

Dealtree may use Seller Context when generating:

* Buying committee recommendations
* Stakeholder role analysis
* Action Plan tasks
* Multi-threading recommendations
* Stakeholder-specific actions
* Deal risk suggestions
  For example, if your Product Category is **Account Intelligence Platform**, Dealtree may look for stakeholders related to sales, revenue, RevOps, GTM, founders, and leadership roles.
  If your Product Category is **Cybersecurity Software**, the relevant stakeholders may be different, such as security leaders, CTOs, IT teams, compliance teams, and procurement.

## Impact on Buying Committee Mapping

Seller Context helps Dealtree understand who may play which role in the buying process.
It can affect how Dealtree identifies roles such as:

* Economic Buyer
* Champion
* End User
* Technical Buyer
* Blocker
* Procurement or Legal
  For example, if your product is mainly used by sales teams, a Head of Sales or VP of Revenue may be more likely to appear as an economic buyer or strong influencer.
  If your product requires technical approval, a CTO or engineering leader may be more relevant as a technical buyer.

## Impact on Action Plan Recommendations

Seller Context also affects the tasks generated in the Action Plan.
If Dealtree understands what you sell, it can recommend more useful next steps.
For example, the Action Plan may suggest that you:

* Validate budget ownership with the right leader
* Ask your champion for an introduction to a specific role
* Schedule a technical fit discussion with the technical buyer
* Confirm procurement or legal involvement
* Prepare role-specific messaging based on stakeholder priorities
* Investigate possible blockers connected to your product category
  Without clear Seller Context, the recommendations may become too generic.

## Best Practices

To get better intelligence from Dealtree:

* Use a specific Product Category
* Write a clear Product Description
* Mention who your product is for
* Explain the problem your product solves
* Include the main outcome customers expect
* Update your Seller Context when your positioning changes
  For example, instead of writing:
  **We help companies grow.**
  Write something more specific:
  **We help B2B sales teams generate org charts, map buying committees, and create multi-threaded action plans to close complex deals faster.**

## Important Notes

* Seller Context improves the relevance of Dealtree’s recommendations.
* Clear product information can lead to better buying committee and action plan outputs.
* If you update Seller Context, consider regenerating the buying committee or action plan for important accounts.
* Seller Context does not replace your own sales judgment. It gives Dealtree better information to work with.
* Vague or outdated Seller Context may reduce the quality of account intelligence.

## Next Step

After setting up Seller Context, go to **Accounts** and create or open an account so Dealtree can use your seller information to generate more relevant intelligence.


# 10. Team
Source: https://docs.dealtree.io/user-guide/team

10. Team

<page>10.1 Team Dashboard</page>
<page>**10.2 Invite a Team Member**</page>
<page>10.3 Manage Team Members</page>
<page>**10.4 Team Roles and Permissions**</page>
<page>**10.5 Remove a Team Member**</page>
<page>**10.6 Seat Limits**</page>


# 10.1 Team Dashboard
Source: https://docs.dealtree.io/user-guide/team/10-1-team-dashboard

10.1 Team Dashboard

The Team Dashboard helps you manage the people who have access to your Dealtree workspace.
From this section, you can view your current team members, check how many seats are being used, and understand who has access to the workspace.

## What is the Team Dashboard?

The Team Dashboard is the central place for managing workspace users.
It shows important team-related information such as:

* Total seats available
* Seats currently used
* Team members
* Member email addresses
* Member roles
* Member status
* Join date
  This helps you keep track of who is using Dealtree and whether you have available seats for additional users.

## Where to Find the Team Dashboard

You can access the Team Dashboard from the left sidebar.
Click **Team** to open the Team section.
Once opened, you will see your current team information and the list of members in your workspace.

## Why the Team Dashboard Matters

The Team Dashboard is useful when multiple people are working together on account research, stakeholder mapping, buying committee analysis, or sales planning.
For example, if your sales team is using Dealtree, the Team Dashboard helps you see who already has access and whether you can invite more team members.
It also helps workspace owners monitor access and keep the team organized.

## What You Can Review

Inside the Team Dashboard, you can review:

### Seats Used

This shows how many seats are currently occupied in your workspace.

### Available Seats

This shows how many additional users can still be added based on your current plan.

### Team Members

This section lists the users who currently have access to the workspace.

### Roles

Roles help identify the level of access each team member has, such as owner or member.

### Status

Status shows whether a team member is active or pending.

### Join Date

The join date shows when the user joined the workspace.

## Example

If your plan includes three seats and two users have already joined, the Team Dashboard may show that two seats are used and one seat is still available.
You can use this information to decide whether you can invite another team member or need to upgrade your plan for more seats.

## Important Notes

* The number of available seats depends on your current plan.
* Workspace owners should regularly review team access.
* Remove users who no longer need access to keep the workspace secure.
* If all seats are used, you may need to upgrade your plan or purchase additional seats before inviting more users.
* Team access helps multiple users collaborate on account intelligence inside the same workspace.

## Next Step

After reviewing the Team Dashboard, invite team members who need access to Dealtree for account research, org chart generation, buying committee mapping, or action planning.


# 10.2 Invite a Team Member
Source: https://docs.dealtree.io/user-guide/team/10-2-invite-team-member

10.2 Invite a Team Member

Inviting team members allows other users to access your Dealtree workspace and collaborate on account intelligence, org chart generation, buying committee mapping, and action planning.
This is useful when multiple people from your sales, RevOps, founder, consulting, or agency team need to work on the same accounts.

## Pre-conditions

Before inviting a team member, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Team** section from the sidebar
* Permission to invite users
* At least one available seat in your current plan
* The email address of the person you want to invite

## Steps to Invite a Team Member

### Step 1: Go to Team

From the left sidebar, click **Team**.
This will open the Team Dashboard.

### Step 2: Check Available Seats

Before sending an invitation, check how many seats are available in your workspace.
If all seats are already used, you may need to remove an existing team member, upgrade your plan, or purchase additional seats before inviting someone new.

### Step 3: Click Invite Member

Click the **Invite Member** button.
This will open the team invitation form.

### Step 4: Enter the Team Member’s Email

Enter the email address of the person you want to invite.
Make sure the email address is correct so the invitation reaches the right person.

### Step 5: Send the Invitation

Click **Send Invitation** to invite the team member.
The invited user will receive an email invitation to join your Dealtree workspace.

### Step 6: Wait for the User to Accept

After the invitation is sent, the team member may appear with a pending status until they accept the invite.
Once they accept, their status will update and they will be able to access the workspace based on their assigned role.

## Important Notes

* You can only invite users if you have available seats in your plan.
* Use the correct work email for the person you want to invite.
* Pending invitations may still count toward seat usage, depending on your workspace setup.
* Only invite users who need access to your account intelligence workspace.
* Review your team list regularly to keep access clean and secure.

## Next Step

After inviting a team member, review their status from the Team Dashboard and confirm that they have joined the workspace successfully.


# 10.3 Manage Team Members
Source: https://docs.dealtree.io/user-guide/team/10-3-manage-team-members

10.3 Manage Team Members

Managing team members helps you control who has access to your Dealtree workspace.
From the Team section, you can review existing users, check their roles, monitor their status, and manage access based on your current team needs.

## Pre-conditions

Before managing team members, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Team** section from the sidebar
* Permission to manage workspace users

## Steps to Manage Team Members

### Step 1: Go to Team

From the left sidebar, click **Team**.
This will open the Team Dashboard.

### Step 2: Review the Team Member List

In the Team Dashboard, review the list of users who currently have access to your workspace.
You may see details such as:

* Name
* Email address
* Role
* Status
* Join date

### Step 3: Check Member Status

Review each member’s status to understand their current access state.
For example:

* **Active** means the user has joined and can access the workspace.
* **Pending** means the user has been invited but has not accepted the invitation yet.

### Step 4: Review Member Roles

Check each user’s role to understand what level of access they have.
For example, a workspace owner may have access to billing, team management, and workspace settings, while a regular member may only have access to product features based on their permissions.

### Step 5: Update Access When Needed

If your team changes, update workspace access accordingly.
You may need to manage team members when:

* A new sales rep joins the team
* A team member changes role
* A consultant or agency member no longer needs access
* Someone leaves the company
* You need to free up a seat for another user

### Step 6: Review Seat Usage

After making changes, review your seat usage.
This helps you understand how many seats are currently used and how many are still available in your plan.

## Important Notes

* Review your team members regularly to keep workspace access secure.
* Remove users who no longer need access.
* Make sure each team member has the correct role.
* Seat availability depends on your current plan.
* If all seats are used, you may need to remove a user, upgrade your plan, or purchase additional seats before inviting someone new.

## Next Step

After managing team members, review team roles and permissions to make sure each user has the right level of access for their work.


# 10.4 Team Roles and Permissions
Source: https://docs.dealtree.io/user-guide/team/10-4-team-roles-permissions

10.4 Team Roles and Permissions

Team Roles and Permissions help you control what each team member can access inside your Dealtree workspace.
Roles are useful when multiple people are working in the same workspace but do not need the same level of access. For example, a workspace owner may need access to billing and team management, while a regular team member may only need access to accounts, org charts, buying committees, and action plans.

## What are Team Roles?

Team Roles define the access level of each user in your workspace.
A role determines what a user can view, manage, or update inside Dealtree.
Common roles may include:

* **Owner:** The main workspace admin with access to workspace management, billing, team members, and account intelligence features.
* **Member:** A regular workspace user who can access Dealtree features based on the permissions available in the workspace.

## Owner Role

The Owner usually has the highest level of access in the workspace.
An Owner may be able to:

* View and manage accounts
* Generate org charts
* Generate buying committees
* Generate action plans
* Add and update account notes
* Invite team members
* Manage team access
* View seat usage
* Access billing and credit information
* Manage subscription or plan details
  This role is usually assigned to the person who created the workspace or manages the Dealtree subscription.

## Member Role

A Member is a regular user inside the workspace.
A Member may be able to:

* View accounts
* Add or manage account information
* Generate org charts
* Generate buying committees
* Generate action plans
* Add and update notes
* Use available workspace credits
  Member access may be limited compared to the Owner role, especially for billing, subscription, or team management actions.

## Why Roles and Permissions Matter

Roles and permissions help keep your workspace organized and secure.
They help you:

* Control who can manage billing
* Control who can invite or remove users
* Give sales team members access to the tools they need
* Prevent unnecessary access to sensitive workspace settings
* Manage seat usage more effectively
  This is especially important for teams, agencies, and consultants working with multiple users.

## How to Review Roles

To review team roles:

### Step 1: Go to Team

From the left sidebar, click **Team**.

### Step 2: Open the Team Dashboard

Review the list of users in your workspace.

### Step 3: Check the Role Column

Look at the role assigned to each team member.
This will help you understand who has owner access and who has member access.

## Important Notes

* The available roles may depend on your current workspace setup.
* Owners should regularly review team access.
* Give owner-level access only to users who need administrative control.
* Members should have enough access to complete their account intelligence work.
* If someone no longer needs access, remove them from the workspace to keep your team secure.

## Next Step

After reviewing roles and permissions, update team access if needed and make sure each user has the right level of access for their work.


# 10.5 Remove a Team Member
Source: https://docs.dealtree.io/user-guide/team/10-5-remove-team-member

10.5 Remove a Team Member

Removing a team member helps you control access to your Dealtree workspace and keep your account data secure.
You may need to remove a team member when someone leaves your company, changes role, no longer works on account research, or does not need access to Dealtree anymore.

## Pre-conditions

Before removing a team member, make sure you have:

* Logged in to your Dealtree workspace
* Access to the **Team** section from the sidebar
* Permission to manage team members
* Confirmed which user you want to remove

## Steps to Remove a Team Member

### Step 1: Go to Team

From the left sidebar, click **Team**.
This will open the Team Dashboard.

### Step 2: Find the Team Member

Review the team member list and find the user you want to remove.
Check their name, email address, role, and status to make sure you are selecting the correct person.

### Step 3: Open Member Actions

Click the action menu or remove option next to the team member.
This will show the available management actions for that user.

### Step 4: Remove the Member

Select **Remove Member** or the equivalent removal option.
Dealtree may ask you to confirm the action before removing the user from the workspace.

### Step 5: Confirm Removal

Confirm that you want to remove the team member.
Once removed, the user will no longer have access to your Dealtree workspace.

### Step 6: Review Seat Usage

After removing the team member, review your seat usage from the Team Dashboard.
The removed user’s seat may become available for another team member, depending on your current plan and billing setup.

## Important Notes

* Remove users who no longer need access to keep your workspace secure.
* Make sure you are removing the correct user before confirming.
* Removed users may lose access to accounts, org charts, buying committees, action plans, and notes in the workspace.
* Removing a team member may free up a seat for another user.
* If the removed user needs access again later, you may need to invite them again.

## Next Step

After removing a team member, review your team list and invite another user if you have an available seat.


# 10.6 Seat Limits
Source: https://docs.dealtree.io/user-guide/team/10-6-seat-limits

10.6 Seat Limits

Seat Limits define how many users can access your Dealtree workspace under your current plan.
Each team member usually occupies one seat. Your available seat count depends on your subscription, trial, or lifetime deal tier.

## What are Seat Limits?

Seat Limits control the number of team members you can add to your workspace.
For example, if your plan includes three seats, up to three users can access the workspace. Once all three seats are used, you will not be able to invite another team member unless you remove an existing user, upgrade your plan, or add more seats if available.

## Where to Check Seat Limits

You can check your seat usage from the **Team** section.
To view seat limits:

### Step 1: Go to Team

From the left sidebar, click **Team**.

### Step 2: Review Seat Usage

At the top of the Team Dashboard, review the number of seats used and the total number of seats available in your workspace.
You may see information such as:

* Seats used
* Total seats included
* Available seats
* Current team members

## How Seat Usage Works

Each active team member counts toward your seat limit.
Depending on your workspace setup, pending invitations may also count toward your seat usage until the invitation is accepted, cancelled, or expired.
For example:
If your plan includes three seats and you already have two active users, you may have one seat available.
If you invite another user, that seat may become occupied.

## What Happens When You Reach the Seat Limit?

When all seats are used, you may not be able to invite additional team members.
To add a new user, you can:

* Remove a team member who no longer needs access
* Cancel a pending invitation if it is no longer needed
* Upgrade your plan
* Purchase or request additional seats if available

## Important Notes

* Seat Limits depend on your current plan or deal tier.
* Each active user usually uses one seat.
* Pending invitations may count toward seat usage.
* Removing a team member may free up a seat.
* If your team grows, you may need to upgrade your plan or add more seats.
* Review seat usage regularly to keep your workspace organized.

## Next Step

After reviewing your seat limits, invite team members only when you have available seats, or adjust your plan if your team needs more access.