Search/Query Third-Party Data Sets using DataCortex Views
Learn how to use DataCortex Views within Reporting Tools > Views to search third-party data sets. These views can be saved and used to select records to sync to DealCloud.
DataCortex: How to Link a Company Entry
Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.
DataCortex: How to Adjust the Display Order of Mapped Fields
Learn how to adjust the Display Order of mapped fields. Relevant for clients with an active subscription to DataCortex and users with access to manage Display Preferences.