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Client Support Portal
Bulk Data Entry
Dashboard Configuration (for Platform Managers)
List Management (for Platform Managers)
Target Builder (for Buyers Lists, for Fundraising)
Views, My Views, View Builder
Word Add-In Template Reports
Getting Started with DealCloud
A fast track course for new users of DealCloud to get started quickly. Learn how to enter/edit data, search, sync from Outlook, and much more.
Search Short How-To Videos
Looking for quick tutorials? Browse our how-to video library.
Platform Manager Certification
Do you manage DealCloud for your firm? Take our Platform Manager course and get DealCloud certified here.
Full Courses by Topic
Want to dig deeper? Watch our full training courses on various topics.
Looking to print out resource material for your firm? Download our documentation here.
Power User Training
Power Users include those users who will power the data entry process and analyze and report on centralized deal activity frequently.
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