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Documentation Index

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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.

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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

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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.

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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.

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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.

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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.

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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.

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Steps to Use Account Tabs

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Step 1: Log In to Dealtree

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

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Step 2: Open the Accounts Section

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

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Step 3: Select an Account

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

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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.

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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

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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. 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.

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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.