Power User Training
Power Users include those users who will power the data entry process and analyze and report on centralized deal activity frequently.
Power Users include those users who will power the data entry process and analyze and report on centralized deal activity frequently.
This course reviews the following topics (and more):
Introduction to Power User Training
About the Video Player Options
Navigating Dashboards (Firm-Level Dashboards, Detail Pages, Direct Edit, Data Audit)
Overview of DealCloud Add-Ins
Interacting with Charts
Interacting with Data Grids (Grouping, Sorting, Hide/Show/Reorder Columns, See View, More Icon options)
Interacting with Data Grid and Dashboard Filters
Locating your Deals/Engagements, Locating Sector or Geography Details
How to Add New Entries into DealCloud (Intro to Entry Forms)
How to Add an Interaction
Other Methods of Adding Entries (Mobile Application, Outlook InfoPane)
Duplicate Checks while Entering Data
How to Edit and Delete Entries
How to Search for Information in DealCloud & How to Add Favorites
Notifications Overview
DealCloud Web Portal Keyboard Shortcuts
Getting Started with the DealCloud Mobile App
Platform Overview Recap Quiz
How to Access the Bulk Edit Functionality
Using the Edit Grid to Bulk Edit Entries
Allow Manual Override
Viewing Changed Items / Update Entries using Find & Replace / Filtering within the Edit Grid
DealCloud IDs as Unique Identifiers for Bulk Edits
Intro to Using DealCloud IDs as Lookup to Bulk Update Existing Entries (Part One)
Using DealCloud IDs to Match Imports for Bulk Update to Existing Entries (Part Two)
Using a Spreadsheet to Update Existing Entries/Create New Entries (Part One)
Using a Spreadsheet to Update Existing Entries/Create New Entries (Part Two)
About Edit Grid Errors and Warnings
Bulk Data Entry Review
Download Instructions for the DealCloud Outlook Add-In
How to Sync Emails & Meetings using the DealCloud Outlook InfoPane (COM and Web Add-In)
How to Sync Contacts (COM Add-In only)
Contact Sync Settings (COM Add-In only)
Outlook Web Add-In Reporting and Navigation (not applicable to COM Add-In users)
Views Interface Overview
View Builder Basics (Create View, Save View)
Using Related Fields to Add Fields from Secondary Objects
Using Related Fields to Add Fields from Secondary Objects with Multiple References
Views with more than one Primary Object (Stacked Columns)
Date Filters (Dynamic Date Filter Options, Offset Range, etc.)
Modifying Views and Saving Changes
How to Use the "See View" Feature
Sharing a My View
Copy Link and Share a Public View
Create Folders for My Views
Moving Views to a Different My Views Folder
Delete a My View or My Views Folder
Advanced (Flatten Results & Filter Secondary Columns)
Creating Public Views, Folders and Assigning Public Folder Permissions
Delete a Public View or a Public View Folder
View Builder Recap Quiz
Excel Add-In Introduction
About DCView Formulas
How to Create a DCView Formula in Excel from Scratch
Shortcuts to Create DCView Formulas (Leverage Saved Views, Export Formulas from Dashboard Widgets)
Supply Value Later for Filter Criteria for DCView Formulas
Excel Reports: DCPull Formula
Excel Reports: DCPull Currency Parameter
Excel Reports: Troubleshooting Formula Error Messages
How to Refresh Data in Excel
Resolving "Not Synced" Message
Using DCPush Formulas to Send Data Directly From Excel
Excel Add-In Review