Updating Seller Context helps Dealtree stay aligned with what you currently sell, who you sell to, and how your product or service is positioned. If your product name, category, description, target audience, or sales messaging changes, you should update your Seller Context before generating new buying committees or action plans.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 updating Seller Context, make sure you have:- Logged in to your Dealtree workspace
- Access to the Seller section from the sidebar
- The latest product information you want Dealtree to use
Steps to Update Seller Context
Step 1: Go to Seller
From the left sidebar, click Seller. This will open your Seller Profile page.Step 2: Review Existing Seller Information
Review the current information in your Seller Profile. Check whether the following details are still accurate:- Product Name
- Product Category
- Product Description If any information is outdated or unclear, update it before saving.
Step 3: Edit the Required Fields
Click into the field you want to update and make the necessary changes. For example, you may need to update your Product Description if your positioning has changed, your target users are different, or you have added new use cases.Step 4: Save Your Changes
After updating the Seller Context, save your changes. Once saved, Dealtree will use the updated information when generating future account intelligence.When Should You Update Seller Context?
You should update your Seller Context when:- Your product positioning changes
- You start selling to a new customer segment
- Your product category changes
- You add new features or use cases
- Your ideal customer profile changes
- Your sales messaging changes
- Your old description no longer explains your product clearly Keeping this information updated helps Dealtree generate recommendations that match your current sales strategy.
Example
If your original Product Description says: We help sales teams generate org charts. But your product has evolved to include buying committee mapping and action plans, you should update it to something like: We help B2B sales teams generate org charts, map buying committees, and create multi-threaded action plans to understand target accounts and close deals faster. This gives Dealtree better context when analyzing stakeholders and recommending next steps.Important Notes
- Updated Seller Context affects future recommendations.
- If an account was analyzed using old seller information, you may want to regenerate the buying committee or action plan after updating your Seller Context.
- Clearer seller information can improve the relevance of Dealtree’s account intelligence.
- Avoid leaving outdated product descriptions in your Seller Profile.