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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.

After creating and verifying your Dealtree account, you can log in to access your workspace. From your workspace, you can manage accounts, set up seller context, generate org charts, map buying committees, create action plans, manage team members, and review billing or credit usage.

Pre-conditions

Before logging in, make sure you have:
  • Created a Dealtree account
  • Verified your email address, if verification is required
  • Your registered email address and password

Steps to Log In

Step 1: Go to the Dealtree App

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

Step 2: Enter Your Email Address

Enter the email address you used when signing up for Dealtree. Make sure there are no spelling mistakes or extra spaces.

Step 3: Enter Your Password

Enter your account password.

Step 4: Click Log In

Click the Log In button to access your Dealtree workspace. Once logged in, you will be redirected to the main dashboard.

Important Notes

  • Use the same email address you used during sign-up.
  • If your email is not verified, you may need to complete account verification before logging in.
  • If you forget your password, use the password reset option on the login page.
  • If login fails, check that your email and password are correct, then try again.
  • After logging in, the recommended next step is to review your dashboard and complete your seller context.