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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