• 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.

  • DataCortex: How to Adjust the Display Order of Mapped Fields

    Learn how to adjust the Display Order of mapped fields. Relevant for clients with an active subscription to DataCortex and users with access to manage Display Preferences.

  • Create a Quick View for DataCortex Search Results

    Learn how to create a Quick View for an Object within DataCortex to show only its data points and attributes that are required for daily activities, workflow, and analysis.