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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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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Outlook Email Templates (Web Add-In Only)
Learn about the Outlook Email Template functionality available to clients using the Outlook Web Add-In.
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Outlook: How to Sync Contacts Using the Outlook COM Add-In
Syncing contacts to DealCloud is easily done through the use of our Outlook Add-In.