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.
Course Curriculum
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1
Introduction to Target Builder
07:00 -
2
Using Target Builder to Create Counterparty Lists
15:28-
About Views
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Adding Included Entries in Target Builder Using Views
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Leverage Counterparty Lists from Other Engagements when Building a New Buyers/Counterparties List
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Add Individually
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Importing Counterparties from an Excel File (Part One: Choose File & Map Columns)
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Importing Counterparty Entries from an Excel File (Part Two: Resolve Warnings & Errors, Review New Counterparty Entries to Create)
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Excluding Entries from a Target Builder List
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Filter Button within Target Builder vs. Modifying an Included Entries View
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