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.
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.)
Web Portal: How to Interact with Dashboard Content
As an end user, you can interact with the data presented to you in dashboard reports. Learn about this functionality here.
Web Portal: How to Use the Search Functionality
A quick outline of how to use DealCloud's global quick search and full site search.
Excel Reporting: How to Use the DealCloud Excel Formulas
Clips from our Excel Reporting A to Z class that teach the basics of the DealCloud Excel formulas.
Outlook: How to Sync Emails and Meetings to DealCloud Using the Outlook COM Add-In
Syncing emails and meeetings to DealCloud is easily done through the use of our Outlook COM Add-In.