Full Courses by Topic

View Builder

Learn how to create views using DealCloud's ad-hoc query/"View Builder".

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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.

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Word 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 Add-In.

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DealCloud Mobile App

An introduction to the DealCloud Mobile Application

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Notifications Management

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

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Using Target Builder to Create Fundraise Process Lists

Learn how to create fundraise process entries using Target Builder.

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Using Target Builder to Create Counterparty/Buyers Lists

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

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Object Management & Site Settings

This course reviews the properties associated with Objects, along with how to manage fields and entry forms.

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Managing Dashboard Configuration

Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.

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Excel Reporting A to Z

This course teaches how to use the DealCloud Excel formulas so that you can link Excel reports to data stored in DealCloud.

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Merge Tool

The Merge Tool assists with combining metadata and references from multiple entries into a single entry. Learn how to clean up duplicates using this tool.

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Automations

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

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Using Dispatch for Email Campaigns

Learn how to use Dispatch to create and send email campaigns directly from DealCloud.

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Creating Web Forms Using Dispatch Pages

Learn how to use Dispatch to build and launch web content, whether that be marketing collateral or a web form to capture submissions.

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DataCortex: How to Link a Company Entry

Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.

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View all courses

View Builder

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 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 Add-In.

DealCloud Mobile App

An introduction to the DealCloud Mobile Application

Notifications Management

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

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.

Object Management & Site Settings

This course reviews the properties associated with Objects, along with how to manage fields and entry forms.

Managing Dashboard Configuration

Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.

Excel Reporting A to Z

This course teaches how to use the DealCloud Excel formulas so that you can link Excel reports to data stored in DealCloud.

Merge Tool

The Merge Tool assists with combining metadata and references from multiple entries into a single entry. Learn how to clean up duplicates using this tool.

Automations

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

Using Dispatch for Email Campaigns

Learn how to use Dispatch to create and send email campaigns directly from DealCloud.

Creating Web Forms Using Dispatch Pages

Learn how to use Dispatch to build and launch web content, whether that be marketing collateral or a web form to capture submissions.

DataCortex: How to Link a Company Entry

Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.