User guide

This guide is adapted from the Dealtree Notion user guide and reorganized for Mintlify. You can follow it end to end or jump to a section.

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.

Set up your seller profile

Add product name, category, and description so Dealtree can map stakeholders and recommendations to your actual sales motion.

Add an account and capture context

Create the account from company domain, then add notes with known stakeholders, risks, and deal context.

Generate intelligence

Sync org data, review stakeholders, then generate buying committee roles.

Execute with the action plan

Prioritize high-impact tasks, update notes after each interaction, and regenerate recommendations when account context changes.

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