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Edit Org Chart allows you to update stakeholder information inside an account’s org chart. This is useful when you find incomplete, outdated, incorrect, or missing people data. By editing the org chart, you can keep the account structure cleaner and make the buying committee and action plan more accurate.

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Pre-conditions

Before editing 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
  • Generated or synced the organization data for the account
  • Permission to edit org chart information, if your workspace uses role-based access

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When to Edit an Org Chart

You may need to edit the org chart when:
  • A stakeholder has an incorrect job title
  • A person is assigned to the wrong department
  • A stakeholder profile has incomplete information
  • A stakeholder has changed roles
  • A manually added stakeholder needs correction
  • You want to clean up duplicate or inaccurate information
  • Your team has discovered better account context during the sales process Keeping the org chart updated helps your team work with better account intelligence.

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What You Can Edit

Depending on your workspace permissions and available fields, you may be able to update details such as:
  • Stakeholder name
  • Job title
  • Department
  • Seniority
  • LinkedIn profile URL
  • Role or relevance
  • Other available stakeholder details

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Steps to Edit an Org Chart

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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 edit the org chart. 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: Find the Stakeholder

Browse the Master Org Chart or department views to find the stakeholder you want to edit. You can identify the person by name, title, department, or profile information.

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Step 6: Open the Edit Option

Click the stakeholder card, profile, or action menu. Select the Edit option if available.

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Step 7: Update the Stakeholder Details

Make the required changes to the stakeholder information. For example, you may update their job title, department, or LinkedIn profile URL.

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Step 8: Save the Changes

Click Save, Update, or the relevant confirmation button. Once saved, the updated information will appear in the org chart.

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What to Do After Editing the Org Chart

After editing the org chart, review the updated stakeholder information. You may also want to:
  • Add a note explaining why the stakeholder is important
  • Review the buying committee again
  • Regenerate the buying committee if key stakeholder information changed
  • Regenerate the action plan if the stakeholder affects next steps
  • Use Sync Organization later if you want to refresh broader people data

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Important Notes

  • Editing the org chart helps keep account intelligence accurate.
  • If people data looks outdated across the account, use Sync Organization to refresh the organization.
  • If only one stakeholder needs correction, edit that stakeholder directly.
  • Avoid creating duplicate stakeholders when updating information.
  • Updated stakeholder information can improve buying committee and action plan recommendations.
  • If you are unsure about a stakeholder’s exact role, add a note with the context you know.