Courses
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Word & PowerPoint Add-In Template Reports
Watch this course to get a better understanding of the automated and ad-hoc reporting tools we offer through our Word and PowerPoint Add-Ins.
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Platform Managers: How to Delete Content from a Portal Report
This video shows how to delete content from an existing portal dashboard report.
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Word Add-In: How to Create an Entry Type Template Report
Learn how to create entry-type reports using the Word Add-In.
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Word Add-In: How to Create an Object Type Template Report
How to create and schedule Object-type reports for distribution using the Word Add-In.
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Outlook: How to Sync Emails to DealCloud Using the Outlook COM Add-In
Syncing emails to DealCloud is easily done through the use of our Outlook Add-In.
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