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
46:25-
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 & How to Add Favorites
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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
27:26-
How to Access the Bulk Edit Functionality
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Using the Edit Grid to Bulk Edit Entries
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Allow Manual Override
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Viewing Changed Items / Update Entries using Find & Replace / Filtering within the Edit Grid
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DealCloud IDs as Unique Identifiers for Bulk Edits
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Intro to Using DealCloud IDs as Lookup to Bulk Update Existing Entries (Part One)
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Using DealCloud IDs to Match Imports for Bulk Update to Existing Entries (Part Two)
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Using a Spreadsheet to Update Existing Entries/Create New Entries (Part One)
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Using a Spreadsheet to Update Existing Entries/Create New Entries (Part Two)
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About Edit Grid Errors and Warnings
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Bulk Data Entry Review
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3
Ch 3: Outlook Sync Functionality
20:22-
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
41:17-
Views Interface Overview
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View Builder Basics (Create View, Save View)
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Using Related Fields to Add Fields from Secondary Objects
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Using Related Fields to Add Fields from Secondary Objects with Multiple References
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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 Views and Saving Changes
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How to Use the "See View" Feature
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Sharing a My View
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Copy Link and Share a Public View
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Create Folders for My Views
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Moving Views to a Different My Views Folder
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Delete a My View or My Views Folder
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Advanced (Flatten Results & Filter Secondary Columns)
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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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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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