Browse Departments helps you explore the people data in an account by department or functional area. Instead of reviewing everyone in the Master Org Chart at once, you can use department-level browsing to focus on the teams that are most relevant to your product, service, or sales motion.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 browsing departments, 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
- Generated or synced the organization data for the account
What Does Browse Departments Mean?
Browse Departments allows you to review stakeholders by team or function. For example, depending on the available account data, you may be able to explore departments such as:- Sales
- Marketing
- Product
- Engineering
- Operations
- RevOps
- Finance
- HR
- Legal
- Customer Success
- Leadership This makes it easier to focus your research instead of scanning the entire organization manually.
Why Browsing Departments Matters
Different products involve different departments in the buying process. For example, if you sell a sales intelligence platform, you may want to focus on sales, revenue, growth, RevOps, marketing, or leadership roles. If you sell a technical product, you may need to review engineering, product, IT, security, or technical leadership. Browsing departments helps you:- Find relevant stakeholders faster
- Understand which teams may influence the deal
- Identify possible end users
- Spot technical evaluators
- Discover department heads or budget owners
- Build a stronger buying committee map
- Plan a better multi-threaded outreach strategy
Steps to Browse Departments
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 review. This opens the Account Workspace.Step 4: Open the Org Chart Tab
Inside the Account Workspace, click the Org Chart tab. This opens the org chart view for that specific account.Step 5: Review the Available Departments
Look for the department or team views inside the Org Chart section. Select the department you want to explore.Step 6: Review Stakeholders in That Department
Review the people listed under the selected department. Pay attention to job titles, seniority, relevance to your product, and possible influence in the buying process.Step 7: Move Between Departments
Switch between departments as needed to build a broader understanding of the account. For example, you may start with Sales, then review RevOps, Marketing, Product, Engineering, Finance, or Leadership depending on your sales motion.What to Look For While Browsing Departments
When browsing departments, look for stakeholders who may fit roles such as:- Economic buyer
- Champion
- End user
- Technical buyer
- Blocker
- Procurement or legal contact
- Influencer
- Department head
- Budget owner You should also look for gaps. For example, if you only know someone in one department, browsing other departments can help you find additional people to engage.
Important Notes
- Departments depend on the available people data for the account.
- Not every account will have the same department structure.
- Some stakeholders may appear under broad or unexpected departments depending on their title or available data.
- Use Seller Context to decide which departments matter most.
- Use Notes to capture any department-specific insights you already know.
- If department data looks outdated, use Sync Organization to refresh the account’s people data.
- Browse Departments before generating or reviewing the buying committee if you want a better understanding of stakeholder coverage.