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DEALCLOUD UNIVERSITY

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All Courses Automations Bulk Data Entry Dashboard Configuration (for Platform
Managers) DealCloud 101 Dispatch Excel Reporting List Management (for Platform
Managers) Merge Entries Mobile App New Release Notifications Management Outlook
Add-In Target Builder (for Buyers Lists, for Fundraising) Views, My Views, View
Builder Word Add-In Template Reports

GETTING STARTED WITH DEALCLOUD

A FAST TRACK COURSE FOR NEW USERS OF DEALCLOUD TO GET STARTED QUICKLY. LEARN HOW
TO ENTER/EDIT DATA, SEARCH, SYNC FROM OUTLOOK, AND MUCH MORE.

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SEARCH SHORT HOW-TO VIDEOS

LOOKING FOR QUICK TUTORIALS? BROWSE OUR HOW-TO VIDEO LIBRARY.

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PLATFORM MANAGER CERTIFICATION

DO YOU MANAGE DEALCLOUD FOR YOUR FIRM? TAKE OUR PLATFORM MANAGER COURSE AND GET
DEALCLOUD CERTIFIED HERE.

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FULL COURSES BY TOPIC

WANT TO DIG DEEPER? WATCH OUR FULL TRAINING COURSES ON VARIOUS TOPICS.

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DOCUMENTATION

LOOKING TO PRINT OUT RESOURCE MATERIAL FOR YOUR FIRM? DOWNLOAD OUR DOCUMENTATION
HERE.

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POWER USER TRAINING

POWER USERS INCLUDE THOSE USERS WHO WILL POWER THE DATA ENTRY PROCESS AND
ANALYZE AND REPORT ON CENTRALIZED DEAL ACTIVITY FREQUENTLY.

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