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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.

Included Credits are the credits that come with your current Dealtree plan, trial, or lifetime deal tier. These credits are part of your workspace allowance and can be used for supported account intelligence actions inside Dealtree.

What are Included Credits?

Included Credits are the credits already available in your workspace based on your current plan. They may be used when you perform actions such as:
  • Generating org charts
  • Syncing organization data
  • Mapping buying committees
  • Creating action plans
  • Running account intelligence workflows The number of included credits depends on your plan, trial, or deal tier.

Where to Find Included Credits

You can view your Included Credits from the Billing section.

Step 1: Go to Billing

From the left sidebar, click Billing.

Step 2: Review Credit Information

On the Billing Dashboard, look for the credit usage section. You may see details such as:
  • Available credits
  • Included credits
  • Purchased credits
  • Credit usage The Included Credits value shows how many credits are provided as part of your current plan.

Why Included Credits Matter

Included Credits help you understand how much usage is available before you need to purchase additional credits or upgrade your plan. By reviewing your included credits, you can plan how many accounts you want to work on and which actions you want to perform. For example, if you are planning to research several target accounts, you should check your included credits first to make sure you have enough credits for org chart generation, buying committee mapping, and action plan creation.

Included Credits vs Purchased Credits

Dealtree may show both included credits and purchased credits.

Included Credits

These are the credits that come with your current plan, trial, or deal tier.

Purchased Credits

These are additional credits you buy separately when you need more usage beyond your included allowance. Together, they contribute to the credits available in your workspace.

Important Notes

  • Included Credits depend on your current plan.
  • Some Dealtree actions require credits.
  • Team members may use credits from the same workspace credit balance.
  • If your included credits run low, you may need to purchase additional credits or upgrade your plan.
  • Review your credit balance regularly if your team is working on multiple accounts.
  • Credit usage may vary depending on the action performed and the amount of account data processed.

Next Step

After reviewing your Included Credits, check your available credit balance before generating new org charts, buying committees, or action plans.