Overview

DealCloud offers a great deal of flexibility when it comes to how your data is both captured and presented. Fully permissioned users who manage your firm's instance of DealCloud should be trained on how to perform certain key functions such as:

  • Managing Dashboard Reports
  • Linking Excel Reports
  • Scheduling Template Reports
  • Updating Entry Forms
  • Setting Up Workflows

This course covers these areas (and more) and includes certification quizzes as well to capture your progress as you move through the curriculum.

Note: The passing score on each quiz is 75%. If you do not pass on the first attempt, please retake the quiz until you receive a passing grade. 

Feedback from Certified Platform Managers who have completed this course:

“I found this course to be very useful.”

“The course was well thought out, simple, comprehensive, and delivered well.”

“Thorough course, well structured.”

“The pace was good and the content was very educational.”

“The course was very well delivered and communicated.”

“The course segments were timed well and broken up in easy to absorb units.”

Content

Chapter 6: Quick Introduction to Word & Excel Reporting Tools
05:58
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