These courses are dedicated to a specific topic and intended to be a resource if you are looking to fine-tune your understanding of a certain area of functionality. 

We do offer live web training periodically on several of these topics. Click here to access the live web training information.

Full Courses by Topic

  • 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

    Watch this course to get a better understanding of the automated and ad-hoc reporting tools we offer through our Word and PowerPoint Add-Ins.

  • 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.)

  • Target Builder 2.0 - Using Target Builder to Create Counterparty/Buyers 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 counterparty/buyers list for an Engagement.