We run live web trainings for our clients that are offered on a weekly basis. This list of courses includes recordings of these classes. They are between 10 to 35 minutes in length and are more in-depth and conversational. These courses are intended to acclimate our platform managers and power users with the main features and functions of the platform. If you are looking to register for a live training, click here.
Full Courses by Topic
Getting Started with DealCloud
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View Builder: Tools > My Views
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Using Dispatch for Email Campaigns
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Managing Web Portal Configuration
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DealCloud Word Reporting Tools
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Excel Reporting A to Z
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Using DealCloud to Manage Workflow
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Creating a New List to Track Portfolio Company Metrics
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Q3 2018 New Release Training
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Q1 2018 New Release Training
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Q4 2017 New Release Training
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Q3 2017 New Release Training
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