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.)
How to download the Microsoft Office COM Add-Ins, along with details on how to download the Outlook Web Add-In and Chrome Extension for Gmail.
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.
Search/Query Third-Party Data Sets using DataCortex Views
Learn how to use DataCortex Views within Reporting Tools > Views to search third-party data sets. These views can be saved and used to select records to sync to DealCloud.
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.