Filter by category
Bulk Data Entry
Platform Managers (Admin Users)
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.
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.
We suggest moving this party over to a full size window.
You'll enjoy it way more.