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Editing account details allows you to update or correct information for an account inside Dealtree. This is useful when company information changes, an account was created with incorrect details, or you want to keep the account workspace accurate for your team.

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Pre-conditions

Before editing account details, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Permission to edit account information in your workspace

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When to Edit Account Details

You may need to edit account details when:
  • The company name is incorrect
  • The company domain was entered incorrectly
  • The account status needs to be updated
  • The account information has changed
  • Your team wants to keep account records clean and consistent Keeping account details updated helps your team work with more accurate account intelligence.

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Steps to Edit Account Details

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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 account you want to edit. You can identify the account by company name, domain, employee count, complexity, or status.

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Step 4: Open the Account Workspace

Click the account row or company name to open the Account Workspace.

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Step 5: Find the Edit Option

Look for the edit option inside the account page or account actions menu. Depending on your workspace interface, this may appear as an Edit button, an action menu, or an account settings option.

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Step 6: Update the Account Details

Edit the information that needs to be changed. This may include details such as:
  • Company name
  • Company domain
  • Account status
  • Other available account fields Make sure the updated information is correct before saving.

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Step 7: Save the Changes

Click Save, Update, or the relevant confirmation button. Once saved, the updated details will appear in the Account Workspace and Accounts Dashboard.

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Important Notes

  • Use the company’s official website domain when updating the domain.
  • Avoid changing the domain unless the original domain was incorrect or the company has moved to a new domain.
  • Updating account details may affect how the account appears in the Accounts Dashboard.
  • Some fields may not be editable depending on your role, plan, or workspace permissions.
  • If you cannot find the edit option, check whether you have permission to manage accounts.
  • After editing account details, review the Account Workspace to make sure the update was saved correctly.