DealCloud University

Navigating the Course Player

Video Player: How to Enter into Fullscreen Mode

Web Portal Overview

DealCloud Add-Ins and Mobile App Overview

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

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

DealCloud Web Portal Keyboard Shortcuts

Web Portal Quick Reference Card

Download Instructions for the DealCloud Outlook Add-In

Syncing Emails and Meetings from the Outlook InfoPane

Syncing Emails: How to Edit an Email's Subject and Body (COM Add-In & 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

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

DealCloud Notifications

DealCloud Mobile App

DealCloud Mobile App Quick Reference Card

DealCloud Mobile App: Meetings Overview

Other Recommended Coursework

Getting Started Checklist