DealCloud Mobile App
An introduction to the DealCloud Mobile Application
Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)
Creating Web Forms Using Dispatch Pages
Learn how to use Dispatch to build and launch web content, whether that be marketing collateral or a web form to capture submissions.
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.
Managing Dashboard Configuration
Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.
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.