> ## 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.

# 5.3 Edit Notes

> 5.3 Edit Notes

Editing notes allows you to update existing account context inside Dealtree.
As your deal progresses, new information may become available. A champion may introduce another stakeholder, a blocker may appear, procurement may get involved, or the next step may change. Editing notes helps keep your account intelligence accurate and useful.

## 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.