Start here
- If you are new, begin with Introduction to Dealtree and Getting started.
- If you already have accounts, go to Managing accounts and Account workspace.
- If you want execution guidance, use Buying committee, Action plan, and Best practices.
Sections
- Introduction to Dealtree
- Getting started
- Managing accounts
- Account workspace
- Notes
- Org chart
- Buying committee
- Action plan
- Seller profile
- Team
- Billing and credits
- Best practices
Recommended workflow
1
Set up your seller profile
Add product name, category, and description so Dealtree can map stakeholders and recommendations to your actual sales motion.
2
Add an account and capture context
Create the account from company domain, then add notes with known stakeholders, risks, and deal context.
3
Generate intelligence
Sync org data, review stakeholders, then generate buying committee roles.
4
Execute with the action plan
Prioritize high-impact tasks, update notes after each interaction, and regenerate recommendations when account context changes.