Courses
-
Word & PowerPoint Add-In Template Reports
Template Reports built using either the Word or PowerPoint Add-In can be made available within DealCloud, including Object-type reports that can be scheduled for distribution and Entry-type reports that can be generated from Entry Detail Pages.
-
Platform Managers: How to Delete Content from a Portal Report
This video shows how to delete content from an existing portal dashboard report.
-
Word Add-In: How to Create an Entry Type Template Report
Learn how to create entry-type reports using the Word Add-In.
-
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.
-
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.
-
