Relationship Intelligence

If your firm subscribes to Relationship Intelligence, Rel Intel passively harvests metadata from Microsoft Exchange emails and events to identify who knows whom and establishes a score for that relationship to further your networks.

Enroll for free

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

Course curriculum

1

Introduction to Relationship Intelligence

05:58
- Introduction and Overview
- How Relationship Scores are Calculated
2

Where Can I Find Relationship Intelligence Data (Objects)?

10:11
3

Relationship Intelligence Dashboards

05:45
- Entry Detail Dashboards
- Firm Level Dashboard
4

Working With Relationship Intelligence Data

02:55
- Manually Create a Colleague Relationship
- Create Views to Harvest Relationship Data