Adding account notes helps you capture important context about a specific company inside Dealtree. Notes are useful when you already know something about the account that should influence the buying committee map or action plan. This may include known champions, decision-makers, blockers, objections, meeting outcomes, buying signals, or internal relationships.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 account notes, 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
Why Add Account Notes?
Not every important detail about a deal can be found from company data. You may learn useful information from discovery calls, email conversations, demos, LinkedIn research, referrals, or internal sales notes. Adding those details to Dealtree helps keep your account strategy organized in one place. Account notes can help Dealtree better understand:- Who your champion is
- Who may control budget
- Who may influence the buying decision
- Which stakeholders are already engaged
- Which objections or risks exist
- Whether procurement or legal is involved
- What the next step should be
Steps to Add Account Notes
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: Select an Account
Click the company name or account row where you want to add notes. This opens the Account Workspace.Step 4: Open the Notes Tab
Inside the Account Workspace, click the Notes tab. This opens the Notes Dashboard for that account.Step 5: Click Add Note
Click the Add Note button or note input area. A note form or text editor will open.Step 6: Write the Note
Write the account context you want to save. For example:Salman Saafi is our champion. He is helping us understand the internal buying process and may introduce us to the CTO.
Try to make the note clear, specific, and useful for future account planning.
Step 7: Save the Note
Click Save, Create, or the relevant confirmation button. Once saved, the note will appear in the Notes Dashboard for that account.Examples of Good Account Notes
Good notes are specific and actionable. For example:The CTO joined the last demo and asked about data accuracy.Procurement has not been identified yet.The CEO may be the final decision-maker based on company size.The sales team is looking for a better way to map enterprise accounts.Main objection: team is unsure whether the data coverage is strong enough.Champion wants to present this internally next week.
Important Notes
- Notes are saved inside a specific account, not across all accounts.
- Add notes before generating the buying committee or action plan when you already have useful context.
- Clear notes can improve the relevance of Dealtree’s recommendations.
- Keep notes updated as new conversations happen.
- Avoid adding notes that are too vague, such as
Good callorInterested, without extra context. - Use notes to capture information that can help you plan the next sales action.