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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.

Signing up is the first step to start using Dealtree. Once you create an account, you can access your workspace, set up your seller context, add target accounts, generate org charts, map buying committees, and create action plans.

Pre-conditions

Before signing up, make sure you have:
  • A valid email address
  • Access to your email inbox for verification, if required
  • Your company or work details ready, if needed during onboarding

Steps to Sign Up

Step 1: Go to the Dealtree App

Visit the Dealtree app from your browser: https://app.dealtree.io You will be taken to the authentication page.

Step 2: Click Sign Up

On the authentication page, choose the Sign Up option. This will open the account creation form.

Step 3: Enter Your Details

Fill in the required information, such as your name, email address, and password. Make sure you use an email address that you can access, as you may need it for verification and account-related updates.

Step 4: Submit the Form

After entering your details, click the Sign Up button to create your account.

Step 5: Verify Your Email

If email verification is required, check your inbox for a verification email from Dealtree. Open the email and follow the verification link to activate your account.

Step 6: Log In to Your Workspace

Once your account is created and verified, log in using your email and password. After logging in, you will be redirected to your Dealtree workspace.

Important Notes

  • Use your work email if you are signing up for business or team usage.
  • If you do not receive the verification email, check your spam or promotions folder.
  • Make sure your password is secure and not used across multiple tools.
  • After signing up, the recommended next step is to set up your seller context so Dealtree can generate more relevant account intelligence.