DealCloud’s Automations functionality helps cut down on manual data entry, essentially taking a set of predetermined criteria and using that to trigger the automatic creation of new entries, writing updates to existing entries and/or initiating instant alerts.
Learn how to 1) Set up Criteria 2) Define Automation Actions and 3) Publish an Automation Live.
Introduction to Automations04:48
How to Create an Automation13:23
Example Use Case: Automating New Deal Entries10:20