Learning Objectives

When reviewing relationship data in DealCloud, you will be able to:

  • Navigate to the various locations to access Relationship Intelligence data (Objects, Firm-level Dashboards, and Entry Detail Pages)
  • Explain how this data is useful in growing your relationship network
  • Create relationships manually to provide your colleagues with visibility into relationships you may have that are not yet captured in DealCloud

*Applicable to clients who subscribe to Relationship Intelligence