Courses
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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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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.
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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.