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Deleting an account allows you to remove a company from your Dealtree workspace. You may want to delete an account if it was created by mistake, duplicated, no longer relevant, or not part of your current sales pipeline.

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Pre-conditions

Before deleting an account, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Permission to delete accounts in your workspace

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When to Delete an Account

You may need to delete an account when:
  • The account was added by mistake
  • The company domain is incorrect
  • The same company was added more than once
  • The account is no longer relevant
  • Your team wants to keep the workspace clean
  • The account does not belong in your current target list Deleting irrelevant accounts helps keep your Accounts Dashboard organized and easier to manage.

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Steps to Delete an Account

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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 delete. You can identify the account by company name, domain, employee count, complexity, or status.

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Step 4: Open the Account Actions

Find the action menu for the account. Depending on the interface, this may appear as a delete button, an options menu, or an account settings action.

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Step 5: Click Delete

Click the Delete option. A confirmation message may appear before the account is removed.

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Step 6: Confirm the Deletion

Review the confirmation message carefully. If you are sure you want to remove the account, confirm the deletion. Once confirmed, the account will be removed from your workspace.

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Important Notes

  • Deleting an account may also remove related account data, such as org chart, buying committee, action plan, and notes.
  • Make sure you no longer need the account before deleting it.
  • If an account was added twice, delete the duplicate and keep the most complete version.
  • Deleted accounts may not be recoverable.
  • Some users may not have permission to delete accounts depending on their workspace role.
  • If you are unsure whether to delete an account, review it with your team first.