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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.

An Account Workspace is the dedicated page where you manage all intelligence related to a specific company. After adding an account, you can open its workspace to review company details, generate or sync the org chart, map the buying committee, add account notes, and create an action plan.

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Pre-conditions

Before opening an Account Workspace, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Set up your Seller Context for better recommendations

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What You Can Do Inside an Account Workspace

Inside an Account Workspace, you can access all account-specific intelligence in one place. You can use it to:
  • Review company information
  • Check employee count and account complexity
  • Sync organization data
  • View and manage the org chart
  • Map the buying committee
  • Generate an action plan
  • Add and review account notes

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Steps to Open an Account Workspace

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Step 1: Log In to Dealtree

Go to: https://app.dealtree.io Enter your email and password, then log in to your workspace.

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Step 2: Open the Accounts Section

From the left sidebar, click Accounts. This will open the Accounts Dashboard.

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Step 3: Find the Account

Look through the account list and find the company you want to work on. You can identify the account by company name, domain, status, employee count, or complexity.

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Step 4: Click the Account

Click the account row or company name. This will open the dedicated Account Workspace for that company.

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Step 5: Review the Account Header

At the top of the Account Workspace, review key account details such as:
  • Company name
  • Company domain
  • Employee count
  • Deal or account complexity
  • Account status This gives you a quick understanding of the account before moving into deeper intelligence.

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Step 6: Use the Account Tabs

Use the available tabs to move between different parts of the workspace. These may include:
  • Org Chart
  • Buying Committee
  • Action Plan
  • Notes Each tab helps you work on a different part of the account strategy.

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Important Notes

  • The Account Workspace is where most account-level work happens in Dealtree.
  • You must create or import an account before opening its workspace.
  • The account header gives you a quick summary, while the tabs provide deeper intelligence.
  • Use Notes to add context before generating buying committee analysis or action plans.
  • If the org chart has not been generated yet, use the sync option inside the workspace.
  • For best results, review the account information before generating the buying committee or action plan.