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Export Stakeholders allows you to download stakeholder data from an account in Dealtree. This is useful when you want to use account people data outside Dealtree, share it with your team, review it in a spreadsheet, or add it to your sales workflow.

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Pre-conditions

Before exporting stakeholders, 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
  • Available stakeholder data in the Org Chart

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Why Export Stakeholders?

Exporting stakeholders helps you take the people data from Dealtree and use it in other parts of your sales process. You may want to export stakeholders when:
  • You want to review account contacts in a spreadsheet
  • You want to share stakeholder data with your team
  • You want to prepare an outreach list
  • You want to upload stakeholder information into another tool
  • You want to document account research for deal review
  • You want to analyze people data outside Dealtree This gives your team more flexibility in how they use the account intelligence.

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What Data Can Be Exported?

Depending on the available data, the exported file may include stakeholder information such as:
  • Name
  • Job title
  • Department
  • Seniority
  • Company
  • LinkedIn profile URL
  • Other available stakeholder details The exact fields may depend on the account data available inside Dealtree.

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Steps to Export Stakeholders

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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 export stakeholders. 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: Review the Stakeholders

Before exporting, review the available stakeholders in the Master Org Chart or department views. Make sure the account data looks relevant and up to date.

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Step 6: Click Export Stakeholders

Click the Export Stakeholders button or option. Dealtree will prepare the stakeholder data for download.

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Step 7: Download the File

Download the exported file to your device. The file can then be opened in a spreadsheet tool or shared with your team.

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What to Do After Exporting

After exporting stakeholders, you can use the file to:
  • Build an outreach list
  • Review account coverage with your team
  • Prepare for a deal review
  • Identify missing buying committee roles
  • Compare stakeholders across departments
  • Plan multi-threaded outreach
  • Import contact data into another workflow, if needed

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Important Notes

  • Exported stakeholder data is based on the people data available in the account.
  • If the org chart looks outdated, use Sync Organization before exporting.
  • Export only the account data you need for your sales workflow.
  • Review the exported file before using it in outreach or external tools.
  • Some stakeholder fields may be missing if the data is not available.
  • Be careful when sharing exported stakeholder data outside your workspace.
  • If you manually added or edited stakeholders, review those updates before exporting.