Courses

  • 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.)

  • 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.

  • DealCloud Add-Ins

    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.

  • 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.