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The Notes Dashboard is where you can view and manage important context about a specific account. Notes help you capture information that may not be available from company data alone. This can include known stakeholders, champions, blockers, buying signals, deal risks, previous conversations, internal relationships, or anything else that can improve your account strategy.

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Pre-conditions

Before using the Notes Dashboard, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard

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What is the Notes Dashboard?

The Notes Dashboard is located inside an Account Workspace under the Notes tab. It gives you a dedicated place to store account-specific information. These notes can help Dealtree understand the account better when generating buying committee insights and action plans. For example, you can add a note saying that a specific person is your champion, that procurement is involved, or that the CTO has raised a technical concern.

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Why Notes Matter

Notes are useful because every deal has context that may not appear in public data. For example, you may already know:
  • Who your champion is
  • Who controls the budget
  • Who joined your last call
  • Who raised an objection
  • Which department owns the problem
  • Whether procurement or legal is involved
  • What the next meeting is about
  • What risks may affect the deal Adding this information to Notes helps keep your account research and sales strategy in one place.

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What You Can Do from the Notes Dashboard

From the Notes Dashboard, you can:
  • View existing account notes
  • Add new notes
  • Edit notes
  • Delete notes
  • Capture stakeholder context
  • Record deal insights
  • Store sales observations
  • Improve buying committee and action plan recommendations

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Steps to Access the Notes Dashboard

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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: Select an Account

Click the company name or account row you want to work on. This opens the Account Workspace.

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Step 4: Open the Notes Tab

Inside the Account Workspace, click the Notes tab. This will open the Notes Dashboard for that specific account.

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Step 5: Review Existing Notes

If notes have already been added, review them before generating buying committee insights or an action plan. This helps you understand the latest context around the account. To get better results from Dealtree, add notes that are specific and useful. For example:
  • Salman Saafi is our champion in this account.
  • The CTO is involved in technical evaluation.
  • The CEO may be the final decision-maker.
  • Procurement has not been identified yet.
  • The team is evaluating tools to improve outbound sales workflow.
  • Main concern from the prospect is data accuracy.
  • Next call is focused on technical fit and internal rollout.

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Important Notes

  • Notes are specific to each account.
  • Add notes before generating the buying committee or action plan when you already have useful context.
  • Clear and specific notes can improve the quality of recommendations.
  • Avoid adding vague notes that do not help explain the deal.
  • Keep notes updated as the deal progresses.
  • Use Notes to capture information from calls, emails, demos, internal discussions, and stakeholder research.