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

    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.