The Product Name field helps Dealtree identify the product or service you are selling. Adding your product name is one of the first steps in setting up your Seller Profile. It gives Dealtree basic context about your offering before generating buying committee insights and action plan recommendations.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.
Pre-conditions
Before adding a product name, make sure you have:- Logged in to your Dealtree workspace
- Access to the Seller section from the sidebar
- The correct name of the product, service, or solution you want to sell
Steps to Add Product Name
Step 1: Go to Seller
From the left sidebar, click Seller. This will open your Seller Profile page.Step 2: Find the Product Name Field
On the Seller Profile page, find the Product Name field. This is where you enter the name of the product or service you are selling.Step 3: Enter Your Product Name
Type your product name into the field. For example: Dealtree Use the name your prospects and customers would recognize.Step 4: Save Your Changes
After entering the product name, save the Seller Profile. Once saved, Dealtree can use this information as part of your seller context.Best Practices
Use a clear and recognizable product name. If your company has multiple products, enter the specific product you are selling through Dealtree. This helps the platform generate more accurate recommendations. For example, instead of entering only your company name, enter the exact product or solution name if it is different from the company name.Important Notes
- The Product Name should reflect the product or service you want to sell into target accounts.
- You can update the Product Name later if your offering changes.
- The Product Name works together with Product Category and Product Description to improve Dealtree’s recommendations.
- A clear product name helps keep your account intelligence more relevant.