Courses
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Object Management & Site Settings
This course reviews the properties associated with Objects, along with how to manage fields and entry forms.
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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.
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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.)
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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.
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Web Portal: How to Use the Search Functionality
A quick outline of how to use DealCloud's global quick search and full site search.
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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.