Skip to main content

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.

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.