Pre-conditions
Before editing notes, make sure you have:- Created a Dealtree account
- Logged in to your workspace
- Added at least one account
- Added at least one note to the account
- Opened the Account Workspace from the Accounts Dashboard
Why Edit Notes?
Account notes should reflect the latest information about the deal. You may need to edit a note when:- A stakeholder’s role has changed
- A champion is confirmed or replaced
- A blocker has been identified
- A previous assumption is no longer correct
- A meeting outcome needs to be updated
- More details need to be added to an existing note
- The next step has changed Keeping notes updated helps Dealtree generate better buying committee recommendations and action plans.
Steps to Edit 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 the Account
Click the company name or account row where the note was added. 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: Find the Note
Review the existing notes and find the note you want to update.Step 6: Click Edit
Click the Edit option for that note. This will open the note editor.Step 7: Update the Note
Make the necessary changes to the note. For example, you can update:- Stakeholder information
- Buying role information
- Meeting outcomes
- Objections or risks
- Next steps
- Internal relationship details
Step 8: Save the Changes
Click Save, Update, or the relevant confirmation button. Once saved, the updated note will appear in the Notes Dashboard.Important Notes
- Edit notes whenever new account information becomes available.
- Keep notes clear, specific, and useful for sales planning.
- Updated notes can improve the quality of buying committee and action plan recommendations.
- Avoid replacing detailed notes with vague summaries.
- If a note contains outdated information, update it instead of leaving conflicting context.
- Review key notes before generating or regenerating an action plan.