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.
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.
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.