Course description
Ready to start powering your deal making process with DealCloud? This course will walk you through key actions such as searching, adding content, accessing reports and interacting with portal dashboards.
Course Curriculum
Getting Started Part One
37:13
Navigating the Course Player
How to Enter into Fullscreen Mode
Web Portal Overview
DealCloud Add-Ins and Mobile App Overview
Summary of Dashboard Navigation in DealCloud
Interacting with Dashboard Content
Locating your Deals/Engagements, Locating Sector and Geography Details
How to Enter Data
Other Data Entry Options
How to Edit and/or Delete Existing Data
Other Options to Edit Entries
How to Search DealCloud & Add Favorites
Web Portal Quick Reference Card
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Getting Started Part Two
21:39
Download Instructions for the DealCloud Outlook Add-In
How to Sync Emails (Part One)
How to Sync Emails (Part Two)
How to Sync Contacts (Part One)
How to Sync Contacts (Part Two)
How to Sync Meetings/Events
DealCloud Notifications
DealCloud Mobile App
DealCloud Mobile App Quick Reference Card
Getting Started Checklist
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