Course Description

Target Builder is the location where you can quickly mix together a list of potential counterparties, using information that is already housed in DealCloud, along with information that you may have gathered from an external third-party data provider.

Learn about how you can use Target Builder to efficiently build your counterparty lists in DealCloud in this course. 

Note: This course reflects Target Builder 2.0. If your Target Builder version does not match what you see in this course, please reach out to to request Target Builder 2.0 be enabled in your firm's site.