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.

Managing Dashboard Configuration

Learn how to manage your firm's Web Portal dashboard reports (add new reports, edit existing reports, add content to reports.) For platform managers.

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.

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.