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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 Fundraise Process Lists
Learn how to create fundraise process entries using Target Builder.
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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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Automations
Learn about how your firm can utilize DealCloud's Automations functionality to cut down on manual data entry.
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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.
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.