Full Courses by Topic

View Builder

Learn how to create views using DealCloud's ad-hoc query "View Builder".

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Web Portal: How to Add and Update Entries in Bulk

Learn the process for bulk data entry and edit using the Bulk Editor and Import File capabilities.

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Word & PowerPoint Add-In Template Reports

Template Reports built using either the Word or PowerPoint Add-In can be made available within DealCloud, including Object-type reports that can be scheduled for distribution and Entry-type reports that can be generated from Entry Detail Pages.

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DealCloud Mobile App

An introduction to the DealCloud Mobile Application

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Notifications Management

Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)

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Using Target Builder to Create Counterparty/Buyers Lists

Learn how to use Target Builder to create a new counterparty/buyers list for an Engagement.

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Using Target Builder to Create Fundraise Process Lists

This course reflects Target Builder 2.0 (in beta as of Summer 2021). Learn how to use Target Builder 2.0 to create a new fundraise process list for a Fund.

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Object Management & Site Settings

This course reviews the properties associated with Objects, along with how to manage fields and entry forms.

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Managing Dashboard Configuration

Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.

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Excel Reporting A to Z

This course teaches how to use the DealCloud Excel formulas so that you can link Excel reports to data stored in DealCloud.

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Merge Tool

The Merge Tool assists with combining metadata and references from multiple entries into a single entry. Learn how to clean up duplicates using this tool.

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Automations

Learn about how your firm can utilize DealCloud's Automations functionality to cut down on manual data entry.

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Using Dispatch for Email Campaigns

Learn how to use Dispatch to create and send email campaigns directly from DealCloud.

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Creating Web Forms Using Dispatch Pages

Learn how to use Dispatch to build and launch web content, whether that be marketing collateral or a web form to capture submissions.

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Using Dispatch Sequences to Automate Campaigns

Dispatch Sequences allow you to automate multi-step email flows for your Contacts to help drive engagement and process. This aids in the automation of structured email programs to drive marketing, business development, and execution.

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DataCortex: How to Link a Company Entry

Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.

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DataCortex: How to Adjust the Display Order of Mapped Fields

Learn how to adjust the Display Order of mapped fields. Relevant for clients with an active subscription to DataCortex and users with access to manage Display Preferences.

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View all courses

View Builder

Learn how to create views using DealCloud's ad-hoc query "View Builder".

Web Portal: How to Add and Update Entries in Bulk

Learn the process for bulk data entry and edit using the Bulk Editor and Import File capabilities.

Word & PowerPoint Add-In Template Reports

Template Reports built using either the Word or PowerPoint Add-In can be made available within DealCloud, including Object-type reports that can be scheduled for distribution and Entry-type reports that can be generated from Entry Detail Pages.

DealCloud Mobile App

An introduction to the DealCloud Mobile Application

Notifications Management

Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)

Using Target Builder to Create Counterparty/Buyers Lists

Learn how to use Target Builder to create a new counterparty/buyers list for an Engagement.

Using Target Builder to Create Fundraise Process Lists

This course reflects Target Builder 2.0 (in beta as of Summer 2021). Learn how to use Target Builder 2.0 to create a new fundraise process list for a Fund.

Object Management & Site Settings

This course reviews the properties associated with Objects, along with how to manage fields and entry forms.

Managing Dashboard Configuration

Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.

Excel Reporting A to Z

This course teaches how to use the DealCloud Excel formulas so that you can link Excel reports to data stored in DealCloud.

Merge Tool

The Merge Tool assists with combining metadata and references from multiple entries into a single entry. Learn how to clean up duplicates using this tool.

Automations

Learn about how your firm can utilize DealCloud's Automations functionality to cut down on manual data entry.

Using Dispatch for Email Campaigns

Learn how to use Dispatch to create and send email campaigns directly from DealCloud.

Creating Web Forms Using Dispatch Pages

Learn how to use Dispatch to build and launch web content, whether that be marketing collateral or a web form to capture submissions.

Using Dispatch Sequences to Automate Campaigns

Dispatch Sequences allow you to automate multi-step email flows for your Contacts to help drive engagement and process. This aids in the automation of structured email programs to drive marketing, business development, and execution.

DataCortex: How to Link a Company Entry

Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.

DataCortex: How to Adjust the Display Order of Mapped Fields

Learn how to adjust the Display Order of mapped fields. Relevant for clients with an active subscription to DataCortex and users with access to manage Display Preferences.