Getting Started with DealCloud

A fast track course for new users of DealCloud to get started quickly. Learn how to enter/edit data, search, sync from Outlook, and much more.

Search Short How-To Videos

Looking for quick tutorials? Browse our how-to video library.

Platform Manager Certification

Do you manage DealCloud for your firm? Take our Platform Manager course and get DealCloud certified here.

Full Courses by Topic

Want to dig deeper? Watch our full training courses on various topics.

Documentation

Looking to print out resource material for your firm? Download our documentation here.

Power User Training

Power Users include those users who will power the data entry process and analyze and report on centralized deal activity frequently.

Web Portal: How to Add and Remove Favorites

This video reviews how to add and remove objects to your Favorites list, making it easier to quickly access frequently viewed objects in DealCloud.

Platform Managers: How to Delete Content from a Portal Report

This video shows how to delete content from an existing portal dashboard report.

Web Portal: How to Drill Down into Portal Chart Data

Want to see the underlying data presented in a chart? Learn how to drill into portal chart data here.

Mobile App: How to Add a Note

View how to quickly add a note while you are on the go using the Mobile App.

Web Portal: How to Add a Deal

View how to quickly add a new deal (or engagement/opportunity) into DealCloud using the Web Portal and/or Mobile App.

Word Add-In: How to Create an Entry Detail Report

Detailed reports (i.e. company tearsheets) can be configured using our Word Add-In. Learn how here.