Course Description
Preparing for a fundraise? Learn how to use DealCloud's Target Builder to dynamically create new fundraise process entries and tag them to the relevant fund.
Course Curriculum
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1
Introduction to Target Builder
07:23 -
2
Using Target Builder to Create Fundraise Process Entries
17:09-
About Views
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Adding Included Entries in Target Builder Using Views
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Leverage Fundraise Lists from Other Funds when Building a New Fundraise List
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Add Individually
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Importing Fundraise Process Entries from an Excel File (Part One: Choose File & Map Columns)
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Importing Fundraise Process Entries from an Excel File (Part Two: Resolve Warnings & Errors, Review New 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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