Courses

  • Object Management & Site Settings

    This course reviews the properties associated with Objects, along with how to manage fields and entry forms.

  • 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.

  • 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.