Courses

  • Using Target Builder to Create Counterparty/Buyers Lists

    Learn how to use Target Builder to create a new counterparty/buyers list for an Engagement.

  • Target Builder 2.0 - Using Target Builder to Create Counterparty/Buyers Lists

    This course reflects Target Builder 2.0 (in beta as of Summer 2021). Learn how to use Target Builder 2.0 to create a new counterparty/buyers list for an Engagement.

  • Using Target Builder to Create Fundraise Process Lists

    Learn how to create fundraise process entries using Target Builder.

  • Target Builder 2.0 - Using Target Builder to Create Fundraise Process Lists

    This course reflects Target Builder 2.0 (in beta as of Summer 2021). Learn how to use Target Builder 2.0 to create a new fundraise process list for a Fund.

  • Using Dispatch for Email Campaigns

    Learn how to use Dispatch to create and send email campaigns directly from DealCloud.

  • Using Dispatch Sequences to Automate Campaigns

    Dispatch Sequences allow you to automate multi-step email flows for your Contacts to help drive engagement and process. Sequences allow you to automate structured email programs to drive marketing, business development, and execution.