Getting Started with DealCloud

A fast track course for new users of DealCloud to get started quickly. Learn how to enter/edit data, search, sync from Outlook, and much more.

Search Short How-To Videos

Looking for quick tutorials? Browse our how-to video library.

Platform Manager Certification

Do you manage DealCloud for your firm? Take our Platform Manager course and get DealCloud certified here.

Full Courses by Topic

Want to dig deeper? Watch our full training courses on various topics.


Looking to print out resource material for your firm? Download our documentation here.

Power User Training

Power Users include those users who will power the data entry process and analyze and report on centralized deal activity frequently.

Creating Web Forms Using Dispatch Pages

Learn how to use Dispatch to build and launch web content from DealCloud. This could be marketing collateral you want to distribute, or a web form that you want to use to capture submissions through in DealCloud.

DealCloud Add-Ins: How to Download the DealCloud Add-Ins

A quick 2 minute tutorial on how to download the DealCloud Microsoft Office Add-Ins.

Web Portal: How to Add Notes in DealCloud

A brief tutorial on the process of how to add notes in both the Web Portal and the Mobile App.

Web Portal: How to Add and Edit Contacts

A brief tutorial on the steps for adding and editing contacts in both the Web Portal and the Mobile App.

Excel Reporting A to Z

This course teaches how to use the DealCloud Excel formulas and demonstrates through an example how to link data to your spreadsheet reports.

How to Make Edits to Data

This brief tutorial outlines your options for editing data in DealCloud (such as updating your active deal stages or editing a contact.)