Power User Training
Power Users include those users who will power the data entry process and analyze and report on centralized deal activity frequently.
Course Description
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):
- Adding Entries into DealCloud
- Bulk Edit
- Using the Outlook Add-In to Sync Contacts and Emails
- Building Views
- Linking Excel Reports
Course Curriculum
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1
Ch 1: DealCloud Basics
49:35-
Introduction to Power User Training
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About the Video Player Options
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Navigating Dashboards (Firm-Level Dashboards, Detail Pages, Direct Edit, Data Audit)
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Overview of DealCloud Add-Ins
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Interacting with Charts
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Interacting with Data Grids (Grouping, Sorting, Hide/Show/Reorder Columns, See View, More Icon options)
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Interacting with Data Grid and Dashboard Filters
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Locating your Deals/Engagements, Locating Sector or Geography Details
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How to Add New Entries into DealCloud (Intro to Entry Forms)
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How to Add an Interaction
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Other Methods of Adding Entries (Mobile Application, Outlook InfoPane)
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Duplicate Checks While Entering Data
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How to Edit and Delete Entries
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How to Search for Information in DealCloud
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How to Create a List of Favorites / How to Remove a Favorite
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Notifications Overview
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DealCloud Web Portal Keyboard Shortcuts
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Getting Started with the DealCloud Mobile App
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Platform Overview Recap Quiz
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2
Ch 2: Bulk Data Entry
38:28-
Using the Edit Grid to Bulk Edit Entries
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Understanding How the Bulk Editor Experience Can Vary
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Using the Edit Entry and Add Entry Buttons within Bulk Editor
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Resolving Errors and Warnings
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Creating New Records Within the Bulk Editor
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Allow Manual Override
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Import Entries from Excel File- Upload File & Map Columns (Part 1)
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Import Entries from Excel File: Find Existing Records & Update Data (Part 2)
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Import Entries from Excel File: Issues Found Tab (Warnings & Errors)
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Bulk Update Existing Records Using DealCloud IDs as a Match Key (Part 1)
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Bulk Update Existing Records Using DealCloud IDs as a Match Key (Part 2)
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How to Display DealCloud IDs in a View
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Bulk Data Entry Review
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3
Ch 3: Outlook Sync Functionality
20:30-
Download Instructions for the DealCloud Outlook Add-In
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How to Sync Emails & Meetings using the DealCloud Outlook InfoPane (COM and Web Add-In)
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How to Sync Contacts (COM Add-In only)
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Contact Sync Settings (COM Add-In only)
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Outlook Web Add-In Reporting and Navigation (not applicable to COM Add-In users)
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4
Ch 4: View Builder
45:50-
Introduction to Views
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Views Interface Overview
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View Builder Basics (Part 1) - Creating a New View
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View Builder Basics (Part 2) - Applying Filters, Saving Views
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Tip for Views with Large Number of Records: Show Data Toggle
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Using Related Fields to Add Fields from Secondary Objects (Part 1)
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Using Related Fields to Add Fields from Secondary Objects with Multiple References (Part 2)
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Views with more than one Primary Object (Stacked Columns)
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Date Filters (Dynamic Date Filter Options, Offset Range, etc.)
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Modifying a View & Saving Changes
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Sharing a My View
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Moving Views to a Different My Views Folder
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Advanced Options: Flatten Results
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Advanced Options: Filters Applied to Secondary Columns
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Advanced Views: Create Related View ("In View" and "Not in View" filter)
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Creating Public Views, Folders and Assigning Public Folder Permissions
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Delete a Public View or a Public View Folder
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Links to Other Material (Using Related Views, Public View Management & Permissions)
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View Builder Recap Quiz
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5
Ch 5: Linking Excel Reports to DealCloud Data
27:41-
Excel Add-In Introduction
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About DCView Formulas
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How to Create a DCView Formula in Excel from Scratch
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Shortcuts to Create DCView Formulas (Leverage Saved Views, Export Formulas from Dashboard Widgets)
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Supply Value Later for Filter Criteria for DCView Formulas
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Excel Reports: DCPull Formula
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Excel Reports: DCPull Currency Parameter
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Excel Reports: Troubleshooting Formula Error Messages
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How to Refresh Data in Excel
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Resolving "Not Synced" Message
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Using DCPush Formulas to Send Data Directly From Excel
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Excel Add-In Review
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