Buying Additional Credits allows you to continue using Dealtree when your included credits are low or already used. Additional credits are useful when your team is working on more accounts, generating more org charts, mapping more buying committees, or creating more action plans than your current plan credits can support.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.
Pre-conditions
Before buying additional credits, make sure you have:- Logged in to your Dealtree workspace
- Access to the Billing section from the sidebar
- Permission to manage billing or purchase credits
- Reviewed your current available credit balance
Steps to Buy Additional Credits
Step 1: Go to Billing
From the left sidebar, click Billing. This will open the Billing Dashboard.Step 2: Review Available Credits
Check your current credit balance before buying more credits. You may see details such as:- Available credits
- Included credits
- Purchased credits
- Current plan This helps you understand how many credits you currently have and whether you need more.
Step 3: Find the Credit Purchase Option
On the Billing Dashboard, look for the option to buy or add more credits. This may appear as Buy Credits, Add Credits, or a similar button depending on your workspace setup.Step 4: Select a Credit Package
Choose the credit package that fits your expected usage. If your team is planning to work on multiple accounts, choose a package that can support upcoming org chart generation, buying committee mapping, and action plan creation.Step 5: Complete Payment
Follow the payment steps to complete the purchase. Once the payment is successful, the purchased credits will be added to your workspace balance.Step 6: Confirm Credit Balance
After purchasing credits, return to the Billing Dashboard and check your updated credit balance. Your additional credits should appear under Purchased Credits or be reflected in your total available credits.When Should You Buy Additional Credits?
You may need to buy additional credits when:- Your available credits are low
- You want to generate intelligence for more accounts
- Your team is actively prospecting
- You are preparing for several active opportunities
- You need more org chart syncs
- You need more buying committee or action plan generations
- Your included credits are not enough for your current workflow
Important Notes
- Additional credits are added separately from your included plan credits.
- Team members may use credits from the same workspace balance.
- Make sure you review your credit balance before running large account intelligence workflows.
- If your team regularly needs extra credits, you may want to review your current plan.
- Credit usage may vary depending on the action performed and the amount of account data processed.