Learning Objectives

VWhen reviewing multiple entries in the web portal, you will be able to:

  • Know how to access the Bulk Editor capability from various entry points
  • Identify changed values while working in the Bulk Editor
  • Use the Filter and set Column preferences within Bulk Editor
  • Use the “Allow Manual Override” feature to override process date field values
  • Add new records within Bulk Editor
  • Format data as a table in Excel in preparation for using the Excel Import process in DealCloud
  • Show the DealCloud ID unique identifier when viewing records within Data Grids, the Objects menu, or a View
  • Utilize the DealCloud ID to match to existing records when performing updates on existing entries

Course Curriculum