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
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.
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.