The Accounts Dashboard is where you can view, manage, and create target accounts inside Dealtree. An account represents a company you want to research, understand, or sell to. Once an account is added, Dealtree can help you generate account intelligence such as org charts, buying committee maps, action plans, and account notes.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 using the Accounts Dashboard, make sure you have:- Created a Dealtree account
- Logged in to your workspace
- Set up your Seller Context for better account intelligence results
Accounts Dashboard Overview
The Accounts Dashboard gives you a list of all accounts added to your workspace. From this page, you can:- View existing accounts
- Add a new account
- Import accounts using a CSV file
- Open an account workspace
- Review account status
- Check employee count
- Review account complexity
- Continue working on previously created accounts This page acts as the starting point for all account-level work in Dealtree.
Key Information Shown on the Accounts Dashboard
Company Name
This shows the name of the account or company added to your workspace. Clicking the company name opens the account workspace, where you can access org chart, buying committee, action plan, and notes.Domain
This shows the company website domain used to create the account. For example:markopolo.ai
The domain helps Dealtree identify and organize the company.
Employee Count
This shows the estimated number of employees associated with the company. Employee count can help you understand account size and possible deal complexity.Complexity
Complexity gives you an idea of how complex the account may be based on the company size, structure, or available stakeholder data. A more complex account may require deeper stakeholder mapping and stronger multi-threading.Status
Status shows the current state of the account inside Dealtree. For example, an account may be active, newly created, or in progress depending on the work completed.Actions
The Actions area allows you to open or manage an account. Depending on your workspace and permissions, you may be able to view, edit, or take other actions from this section.Steps to Use the Accounts Dashboard
Step 1: Log In to Dealtree
Go to:https://app.dealtree.io
Enter your email and password, then log in to your workspace.
Step 2: Open the Accounts Section
From the left sidebar, click Accounts. This will open the Accounts Dashboard.Step 3: Review Your Account List
Look through the list of accounts already added to your workspace. You can review company names, domains, employee count, complexity, and status.Step 4: Add or Import Accounts
To add one account manually, click Add Account. To add multiple accounts at once, use the CSV import option if available.Step 5: Open an Account Workspace
Click an account from the list to open its dedicated workspace. Inside the account workspace, you can work with the org chart, buying committee, action plan, and notes.Important Notes
- The Accounts Dashboard shows account-level summaries, not the full intelligence for each account.
- To see detailed account intelligence, open the account workspace.
- You need to add an account before generating an org chart, buying committee, or action plan.
- Seller Context should be completed before generating account intelligence for better recommendations.
- Account complexity can help you decide how much stakeholder research and multi-threading may be needed.
- If your Accounts Dashboard is empty, add your first account using a company domain.