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DealSleek · How-to guidePreview

Add an account

4 steps, from “Identity” to “Review”, with what to enter at each one.

Audience
Administrator, Operator
Owner
DealSleek product documentation
Last reviewed
Oct 11, 2026
Reading time
4 min

Steps

  1. 01

    Identity

    Identity account information

    Screenshot: Identity
    NameRequired
    The full legal or trading business name of the corporate account.
    Website
    Primary corporate website URL (e.g. https://acme.com) used for domain verification.
    Domain
    Clean root web domain (e.g. acme.com) used for email matching and deduplication.
  2. 02

    Profiling

    Profiling account information

    TierRequired
    Target prioritization tier determining executive engagement and resource allocation.
    Industry
    Primary standard industry classification or market sector.
    Employees
    Total global full-time equivalent workforce count across all entities.
    Annual recurring revenue
    Known or estimated annual recurring revenue generated by the organization.
  3. 03

    Discovery

    Discovery account information

    Screenshot: Discovery
    LinkedIn
    Official corporate LinkedIn organization profile link.
    X handle
    Corporate Twitter or X handle including the leading @ symbol.
  4. 04

    Review

    Review account information