Credits are used when you run certain account intelligence actions inside Dealtree. These actions usually require Dealtree to collect, process, analyze, or generate account-related information. Credits help track how much intelligence work your workspace is using.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
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Credit Cost per Action
- Person credit: 7 per person
- Org chart: 100
- Buying committee: 21
- Action plan: 8
What Credit Usage Means
Credit usage means that a certain amount of credits may be deducted from your workspace balance when you perform specific actions. For example, credits may be used when you:- Generate an org chart
- Sync organization data
- Map a buying committee
- Generate an action plan
- Run account intelligence workflows
- Enrich or process stakeholder information The exact number of credits used may depend on the action performed and the amount of data involved.
Where Credits Are Used
Credits are mainly used inside account-level workflows. These workflows may include:Org Chart Generation
When you generate or sync an org chart, Dealtree may use credits to collect and organize stakeholder data for the selected company.Buying Committee Mapping
When you generate a buying committee, Dealtree may use credits to analyze stakeholders and identify roles such as economic buyer, champion, end user, technical buyer, blocker, and procurement or legal.Action Plan Generation
When you generate an action plan, Dealtree may use credits to analyze the account context, seller context, org chart, buying committee, and notes to create recommended tasks.Organization Sync
When you sync organization data, Dealtree may use credits to refresh or update account and stakeholder information.How to Check Your Credit Balance
You can check your available credits from the Billing section.Step 1: Go to Billing
From the left sidebar, click Billing.Step 2: Review Available Credits
On the Billing Dashboard, review your available credits, included credits, and purchased credits. This helps you understand how many credits are left before running new account intelligence actions.Why Credit Usage Matters
Credit usage helps you plan your account intelligence work. Before generating intelligence for multiple accounts, you should review your available credit balance. This is especially important if your team is using Dealtree across several accounts at the same time. Tracking credit usage helps you:- Avoid running out of credits unexpectedly
- Plan which accounts to prioritize
- Understand workspace usage
- Decide when to buy additional credits
- Manage team activity more effectively
Example
If you create a new account and generate an org chart, Dealtree may use credits for that action. If you then generate a buying committee and action plan for the same account, additional credits may be used for those actions. This means a complete account intelligence workflow may use more credits than a single action.Important Notes
- Credits are shared across the workspace.
- Team members may use credits from the same credit balance.
- Different actions may use different amounts of credits.
- Larger or more complex accounts may require more processing.
- If your credits are low, you may need to purchase additional credits or upgrade your plan.
- Review your credit balance before generating intelligence for multiple accounts.