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. This version of Target Builder is available as of Summer 2021. Reach out to to discuss beta access to this new version.