Courses

  • Word & PowerPoint Add-In Template Reports

    Template Reports built using either the Word or PowerPoint Add-In can be made available within DealCloud, including Object-type reports that can be scheduled for distribution and Entry-type reports that can be generated from Entry Detail Pages.

  • Platform Managers: How to Delete Content from a Portal Report

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

  • Word Add-In: How to Create an Entry Type Template Report

    Learn how to create entry-type reports using the Word Add-In.

  • Word Add-In: How to Create an Object Type Template Report

    How to create and schedule Object-type reports for distribution using the Word Add-In.

  • 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.

  • View Builder

    Learn how to create views using DealCloud's ad-hoc query "View Builder".