Courses

  • DealCloud Mobile App

    An introduction to the DealCloud Mobile Application

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  • Notifications Management

    Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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