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.)
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.
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.