Courses
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Notifications Management
Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)
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DealCloud Add-Ins
How to download the Microsoft Office COM Add-Ins, along with details on how to download the Outlook Web Add-In and Chrome Extension for Gmail.
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Managing Dashboard Configuration
Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.
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Search/Query Third-Party Data Sets using DataCortex Views
Learn how to use DataCortex Views within Reporting Tools > Views to search third-party data sets. These views can be saved and used to select records to sync to DealCloud.
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DataCortex: How to Link a Company Entry
Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.