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.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 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you are working on an account for several days, weeks, or months, the stakeholder data you generated earlier may become outdated.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.