Overview
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.
Content
Getting Started with DealCloud
29:25
Instructions
What is DealCloud (a Quick 3-minute Intro)
Summary of how DealCloud Works
How to Enter Data
How to Edit and/or Delete Existing Data
How to Search DealCloud
How to Add Favorites
How to Sync Emails
How to Edit Entries from the DealCloud Outlook InfoPane
How to Sync Contacts
How to Sync Events
DealCloud Notifications
DealCloud Mobile App
Getting Started Checklist
Course Feedback
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