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.

Q2 2018 New Release Training

Information on functionality that was rolled out in our Q2 2018 new release.

Q1 2018 New Release Training

A recording of our Q1 2018 New Release Training

Q4 2017 New Release Training

A recording of our Q4 2017 New Release Training

Q3 2017 New Release Training

A recording of our Q3 2017 New Release Training

Inherit on New Setting (Reference Fields)

DealCloud offers an "Inherit on New" setting for reference fields that simplifies data entry by prepopulating values for applicable reference fields on entry forms. Learn how and when to use this setting.

About DealCloud Search & Lookup Fields

DealCloud offers both a quick search and a full site search, along with the option to display lookup fields to provide additional context about the search results. Learn about how each List's settings impact the end user experience when searching.