Adding a new account allows you to create a dedicated workspace for a company you want to research, sell to, or manage inside Dealtree. Once an account is created, you can generate an org chart, map the buying committee, add notes, and create an action plan for that company.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 adding a new account, make sure you have:- Created a Dealtree account
- Logged in to your workspace
- Set up your Seller Context
- The company domain of the account you want to add
What You Need
To add a new account, you need the company website domain. For example:markopolo.ai
You do not need to enter the full LinkedIn page URL. Dealtree uses the company domain to create the account and prepare the workspace.
Steps to Add a New Account
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: Click Add Account
Click the Add Account button. A form or modal will open where you can enter the company details.Step 4: Enter the Company Domain
Enter the website domain of the company you want to add. For example:markopolo.ai
Make sure the domain is correct and does not contain unnecessary spaces or spelling mistakes.
Step 5: Create the Account
Click Create Account to add the company to your workspace. Dealtree will create a dedicated account workspace for that company.Step 6: Open the Account Workspace
After the account is created, open it from the Accounts Dashboard. Inside the account workspace, you can access the Org Chart, Buying Committee, Action Plan, and Notes sections.Important Notes
- Use the company’s official website domain when adding an account.
- Avoid using personal profile links, social media links, or unrelated URLs.
- Dealtree no longer requires a company LinkedIn page URL to create an account.
- Creating an account is the first step before generating org charts, buying committee maps, or action plans.
- For better recommendations, complete your Seller Context before working on an account.
- If the account already exists in your workspace, open the existing account instead of creating a duplicate.