After logging in to Dealtree, you will be redirected to the main interface. This is the central workspace where you can manage your accounts, configure seller context, invite team members, and review billing or credit usage. The main interface is designed to help you move between different parts of the platform quickly.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 accessing the main interface, make sure you have:- Created a Dealtree account
- Verified your email address, if required
- Logged in successfully
Main Sections of the Interface
The Dealtree interface includes a sidebar menu that helps you navigate the platform. You will typically see the following sections:Dashboard
The Dashboard gives you a quick overview of your workspace. You can view account activity, total accounts, buying committee coverage, active accounts, and quick actions.Accounts
The Accounts section is where you create and manage target companies. From here, you can add a new account, open an account workspace, review account status, and start generating account intelligence.Seller
The Seller section is where you define your product and selling context. This helps Dealtree generate more relevant buying committee analysis and action plans.Team
The Team section allows you to manage workspace members, view seat usage, and invite or manage team members.Billing
The Billing section shows your current plan, trial status, available credits, included credits, purchased credits, and subscription details.Steps to Access the Main Interface
Step 1: Log In to Dealtree
Go to:https://app.dealtree.io
Enter your registered email and password, then click Log In.
Step 2: Land on the Dashboard
After logging in, you will be taken to the Dashboard by default. This is your starting point inside Dealtree.Step 3: Use the Sidebar Navigation
Use the sidebar menu to move between Dashboard, Accounts, Seller, Team, and Billing. Click any menu item to open that section.Step 4: Open an Account Workspace
To work on a specific company, go to Accounts and select an existing account. This opens the account workspace, where you can access the Org Chart, Buying Committee, Action Plan, and Notes tabs.Important Notes
- The sidebar is the main way to navigate between Dealtree sections.
- Your available sections may depend on your plan, permissions, or workspace role.
- If you are new to Dealtree, start with the Seller section before generating account intelligence.
- If you are working on a deal, go to Accounts and open the relevant account workspace.
- If you do not see a section you expect, check your role, plan, or seat access.