> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
> Use this file to discover all available pages before exploring further.

# User guide

> Learn the full Dealtree workflow from account setup to action planning.

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](/user-guide/introduction) and [Getting started](/user-guide/getting-started).
* If you already have accounts, go to [Managing accounts](/user-guide/managing-accounts) and [Account workspace](/user-guide/account-workspace).
* If you want execution guidance, use [Buying committee](/user-guide/buying-committee), [Action plan](/user-guide/action-plan), and [Best practices](/user-guide/best-practices).

## Sections

1. [Introduction to Dealtree](/user-guide/introduction)
2. [Getting started](/user-guide/getting-started)
3. [Managing accounts](/user-guide/managing-accounts)
4. [Account workspace](/user-guide/account-workspace)
5. [Notes](/user-guide/notes)
6. [Org chart](/user-guide/org-chart)
7. [Buying committee](/user-guide/buying-committee)
8. [Action plan](/user-guide/action-plan)
9. [Seller profile](/user-guide/seller-profile)
10. [Team](/user-guide/team)
11. [Billing and credits](/user-guide/billing-and-credits)
12. [Best practices](/user-guide/best-practices)

## Recommended workflow

<Steps>
  <Step title="Set up your seller profile">
    Add product name, category, and description so Dealtree can map stakeholders and recommendations to your actual sales motion.
  </Step>

  <Step title="Add an account and capture context">
    Create the account from company domain, then add notes with known stakeholders, risks, and deal context.
  </Step>

  <Step title="Generate intelligence">
    Sync org data, review stakeholders, then generate buying committee roles.
  </Step>

  <Step title="Execute with the action plan">
    Prioritize high-impact tasks, update notes after each interaction, and regenerate recommendations when account context changes.
  </Step>
</Steps>