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

  • Notifications Management

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

  • DealCloud Mobile App

    An introduction to the DealCloud Mobile Application

  • Using Target Builder to Create Fundraise Process Lists

    Learn how to create fundraise process entries using Target Builder.

  • Using Target Builder to Create Counterparty/Buyers Lists

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

  • Automations

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

  • 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.