Overview

Learn how to build and save your own queries from DealCloud using the view builder. The Tools > My Views section of DealCloud offers access to Private and Public views. User permissions determine whether or not you can create and save Public Views, or simply access them for reporting purposes. 

Queries can be built for data from one or more lists from DealCloud, with options to make certain lists secondary and draw in related data for referenced entries to the master record in your view. Learn about these settings, as well as filter options and other advanced settings available in the view builder.