Getting Started with DealCloud
New to using DealCloud? Start here with our comprehensive Getting Started course. Learn how to enter/edit data, search, sync from Outlook, and much more.
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 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