The Product Category field helps Dealtree understand what type of product or service you are selling. Adding a product category gives Dealtree more context about your market, buyer type, and possible stakeholders involved in the buying process. This helps improve the quality of buying committee mapping 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 category, make sure you have:- Logged in to your Dealtree workspace
- Access to the Seller section from the sidebar
- Already added your Product Name, if possible
- A clear understanding of your product or service category
Steps to Add Product Category
Step 1: Go to Seller
From the left sidebar, click Seller. This will open your Seller Profile page.Step 2: Find the Product Category Field
On the Seller Profile page, find the Product Category field. This is where you enter the category that best describes your product or service.Step 3: Enter Your Product Category
Type the category into the field. For example: Account Intelligence Platform Other examples may include:- Sales Intelligence Software
- CRM Tool
- Marketing Automation Platform
- Customer Support Software
- Project Management Software
- Consulting Service
- Lead Generation Service Choose the category that your prospects would most easily understand.
Step 4: Save Your Changes
After entering the product category, save your Seller Profile. Once saved, Dealtree will use this category as part of your seller context when generating account intelligence.Best Practices
Use a category that is clear, specific, and easy to understand. For example, instead of writing only Software, write Sales Intelligence Software or Account Intelligence Platform. A specific category helps Dealtree better understand which stakeholders may be involved in evaluating, approving, or using your product.Important Notes
- Product Category helps Dealtree understand your market and buyer context.
- You can update the category later if your positioning changes.
- The Product Category works together with Product Name and Product Description.
- Avoid using vague categories that do not clearly explain what you sell.
- A more specific category can help generate more relevant buying committee and action plan recommendations.