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
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.
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.