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Add a Stakeholder allows you to manually add a person to an account’s org chart inside Dealtree. This is useful when you already know someone who is involved in the deal, but that person is not currently available in the generated org chart. You can add them manually so they become part of the account intelligence workflow.

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Pre-conditions

Before adding a stakeholder, 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
  • Basic information about the stakeholder you want to add

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When to Add a Stakeholder

You may want to add a stakeholder when:
  • A known contact is missing from the org chart
  • Someone joined your sales call but is not listed in the account
  • Your champion introduced a new person
  • You found a relevant stakeholder through LinkedIn or another source
  • A decision-maker, evaluator, blocker, or procurement contact is missing
  • You want the buying committee or action plan to consider that person Adding a stakeholder helps keep the account workspace complete and useful.

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Information You May Need

When adding a stakeholder, you may need to provide details such as:
  • Name
  • Job title
  • Department
  • LinkedIn profile URL, if available
  • Role or relevance in the account
  • Any other available contact or profile information The more accurate the stakeholder information is, the more useful it can be for org chart review, buying committee mapping, and action plan generation.

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Steps to Add a Stakeholder

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Step 1: Log In to Dealtree

Go to: https://app.dealtree.io Enter your email and password, then log in to your workspace.

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Step 2: Open the Accounts Section

From the left sidebar, click Accounts. This will open the Accounts Dashboard.

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Step 3: Select an Account

Click the company name or account row where you want to add the stakeholder. This opens the Account Workspace.

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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.

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Step 5: Click Add Stakeholder

Click the Add Stakeholder button or option. A form will open where you can enter the stakeholder details.

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Step 6: Enter Stakeholder Information

Fill in the available information about the stakeholder. For example:
  • Name: Salman Saafi
  • Job Title: Senior Product and GTM
  • Department: Product or Growth
  • LinkedIn URL: Stakeholder’s LinkedIn profile URL Make sure the information is accurate before saving.

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Step 7: Save the Stakeholder

Click Save, Create, or the relevant confirmation button. Once saved, the stakeholder will be added to the account.

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Step 8: Review the Updated Org Chart

After adding the stakeholder, review the Org Chart to confirm that the person has been added correctly. You can then use this stakeholder when reviewing the buying committee or generating an action plan.

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What to Do After Adding a Stakeholder

After adding a stakeholder, you can:
  • Review their stakeholder profile
  • Add notes about their role in the deal
  • Include them in buying committee analysis
  • Consider them when generating the action plan
  • Use them for multi-threaded outreach planning For example, if the stakeholder is your champion, add a note explaining their role and relationship to the deal. This can help Dealtree generate better recommendations.

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Important Notes

  • Add stakeholders only to the account where they are relevant.
  • Use accurate names, titles, and profile links whenever possible.
  • If you are unsure about someone’s role, add a note with the context you know.
  • Manually added stakeholders can help fill gaps in the org chart.
  • After adding an important stakeholder, review or regenerate the buying committee if needed.
  • If the stakeholder already exists in the org chart, avoid creating a duplicate.
  • Use Sync Organization if you want to refresh the account’s people data before adding stakeholders manually.