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.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
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.