DealCloud University

Navigating the Course Player

Video Player: How to Enter into Fullscreen Mode

Dashboard Navigation Summary (Firm-Level Dashboards, Detail Pages, Direct Edit, Data Audit)

Interacting with Dashboard Content (Charts)

Interacting with Dashboard Content (Data Grids)

Interacting with Dashboard Content (Filters)

Locating your Deals/Engagements, Locating Sector and Geography Details

Overview of DealCloud Add-Ins

How to Generate Template Reports Ad-Hoc (Reporting Tools)

How to Enter Data (Introduction to Entry Forms)

Entering Data (How to Add an Interaction)

Duplicate Checks while Entering Data

Other Methods of Adding Entries (Mobile Application, Outlook InfoPane)

Applying Direct Edits, Deleting Entries, and Single Entry Edits

Using the Edit Grid to Bulk Edit Entries

How to Search DealCloud & Add Favorites

DealCloud Web Portal Keyboard Shortcuts/Hotkeys

Web Portal Quick Reference Card

How to Get Directions from Map Widgets

Download Instructions for the DealCloud Outlook Add-In

Syncing Emails and Meetings from the Outlook InfoPane

Outlook Sync Indicator: How to Tell if an Outlook Email or Event Has Been Synced

Accessing Reporting Details & the ADD Menu from Reporting Pane (only applicable for DealCoud for Outlook Web Add In)

How to Sync Contacts (Part One) - Only Applicable for Outlook COM Add-In

How to Sync Contacts (Part Two) - Only Applicable for Outlook COM Add-In

DealCloud Notifications

Getting Started with the DealCloud Mobile Application

DealCloud Mobile App Quick Reference Card

DealCloud Mobile App: Meetings Overview

Getting Started Checklist

Other Recommended Coursework