Deleting notes allows you to remove outdated, incorrect, duplicate, or irrelevant account context from Dealtree. As your deal progresses, some notes may no longer be useful. Removing unnecessary notes helps keep the account workspace clean and makes it easier to focus on the most important information.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 deleting 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
- Permission to delete notes, if your workspace uses role-based access
When to Delete Notes
You may want to delete a note when:- The note was added by mistake
- The information is incorrect
- The note is a duplicate
- The note is no longer relevant
- The note contains outdated assumptions
- The note was added to the wrong account
- The note does not help with account planning Deleting low-value notes helps your team avoid confusion and work with cleaner account context.
Steps to Delete 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 remove.Step 6: Click Delete
Click the Delete option for that note. A confirmation message may appear before the note is removed.Step 7: Confirm the Deletion
Review the confirmation message carefully. If you are sure you want to remove the note, confirm the deletion. Once confirmed, the note will be removed from the Notes Dashboard.Important Notes
- Deleted notes may not be recoverable.
- Make sure the note is no longer needed before deleting it.
- If a note contains useful information but needs correction, edit the note instead of deleting it.
- Deleting outdated or incorrect notes can improve the quality of account context.
- Before generating a buying committee or action plan, remove notes that may create confusion.
- If you are working with a team, check whether others still need the note before deleting it.