Skip to main content

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.

Generating or syncing an org chart helps you create or refresh the people structure for a specific account inside Dealtree. When you add a new account, Dealtree can use the company domain to collect and organize people data. If you are already working on an existing account, you can sync the organization again to refresh the stakeholder data and keep the org chart up to date.

​
Pre-conditions

Before generating or syncing an org chart, 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
  • Added the correct company domain
  • Available credits, if org chart generation or syncing requires credits in your plan

​
What Generate or Sync Means

Generating an org chart creates the initial people map for an account. Syncing an org chart refreshes the people data for an existing account. This is useful when you want to update stakeholder information, find new people, or make sure the account data is still current. Use this feature when:
  • You added a new account and need to create its org chart
  • The existing org chart looks outdated
  • New stakeholders may have joined the company
  • People may have changed roles or departments
  • You want to refresh account data before generating a buying committee
  • You want a more updated action plan based on current people data

​
Why Syncing the Org Chart Matters

People data changes frequently. A stakeholder may leave the company, get promoted, move to another department, or become more relevant to your deal. If you are working on an active opportunity, syncing the org chart helps you avoid relying on stale account data. A refreshed org chart can help you:
  • Discover updated stakeholders
  • Review current departments
  • Improve buying committee mapping
  • Identify new possible champions or blockers
  • Strengthen multi-threading
  • Generate a more relevant action plan

​
Steps to Generate or Sync an Org Chart

​
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 you want to work on. This opens the Account Workspace.

​
Step 4: Review the Company Domain

Before generating or syncing the org chart, check the company domain in the Account Workspace. Make sure the domain is correct and belongs to the company you want to analyze.

​
Step 5: Click Sync Organization

Click the Sync Organization button. Dealtree will start collecting, refreshing, and organizing people data for that account.

​
Step 6: Wait for the Process to Complete

The sync process may take some time depending on the company size and available data. Once completed, the updated org chart will be available in the account.

​
Step 7: Open the Org Chart Tab

Click the Org Chart tab inside the Account Workspace. Review the generated or updated org chart, including stakeholders, departments, and available people information.

​
What to Do After Generating or Syncing

After the org chart is generated or synced, review the account structure carefully. You can then:
  • Browse the master org chart
  • Review departments
  • Open stakeholder profiles
  • Add missing stakeholders if needed
  • Edit stakeholder information if required
  • Export stakeholders
  • Generate or refresh the buying committee
  • Generate a new action plan

​
Important Notes

  • Use the company’s official website domain for better results.
  • Sync Organization works like account-level people data enrichment.
  • Syncing may use credits depending on your plan.
  • Larger companies may take longer to process.
  • If the org chart looks incomplete, check whether the company domain is correct.
  • Sync the organization before generating a buying committee if the account data may be outdated.
  • For active deals, refresh the org chart before important calls, deal reviews, or strategy planning.