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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 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.

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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.

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Where to Find Trial Status

You can view your Trial Status from the Billing section.

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Step 1: Go to Billing

From the left sidebar, click Billing.

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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.

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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.

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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.

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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.

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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.