Web Portal: How to Use the Search Functionality
A quick outline of how to use DealCloud's global quick search and full site search.
Excel Reporting: How to Use the DealCloud Excel Formulas
Clips from our Excel Reporting A to Z class that teach the basics of the DealCloud Excel formulas.
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.
If your firm subscribes to Relationship Intelligence, Rel Intel passively harvests metadata from Microsoft Exchange emails and events to identify who knows whom and establishes a score for that relationship to further your networks.
Contact and Activity Capture
For clients who subscribe to Contact and Activity Capture, this solution passively syncs data, such as emails, calendar events, and contacts, between Microsoft Outlook Exchange and your firm’s instance of DealCloud.
Power Tools Certification for Platform Managers
After attending this course, learners will be able to use the following features: Bulk User Management, Bulk Modify, Schema Export, Queue Status, and Audit Logs.