Getting Started with DealCloud
New to using DealCloud? Start here with our comprehensive Getting Started course. Learn how to enter/edit data, search, sync from Outlook, and much more.
Course Curriculum
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1
Getting Started Part One
53:30-
Navigating the Course Player
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Video Player: How to Enter into Fullscreen Mode
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Dashboard Navigation Summary (Firm-Level Dashboards, Detail Pages, Direct Edit, Data Audit)
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Interacting with Dashboard Content (Charts)
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Interacting with Dashboard Content (Data Grids)
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Interacting with Dashboard Content (Filters)
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Locating your Deals/Engagements, Locating Sector and Geography Details
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Overview of DealCloud Add-Ins
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How to Generate Template Reports Ad-Hoc (Reporting Tools)
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How to Enter Data (Introduction to Entry Forms)
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Working with the DealCloud Chrome Extension
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Entering Data (How to Add an Interaction)
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Duplicate Checks while Entering Data
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Other Methods of Adding Entries (Mobile Application, Outlook InfoPane)
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Applying Direct Edits, Deleting Entries, and Single Entry Edits
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Using the Edit Grid to Bulk Edit Entries
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How to Search DealCloud
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How to Create a List of Favorites / How to Remove a Favorite
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DealCloud Web Portal Keyboard Shortcuts/Hotkeys
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Web Portal Quick Reference Card
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How to Get Directions from Map Widgets
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2
Getting Started Part Two
23:23-
Download Instructions for the DealCloud Outlook Add-In
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Syncing Emails and Meetings from the Outlook InfoPane
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Outlook Sync Indicator: How to Tell if an Outlook Email or Event Has Been Synced
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Outlook Web Add-In Reporting and Navigation (not applicable to COM Add-In users)
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How to Sync Contacts (Part One) - Only Applicable for Outlook COM Add-In
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How to Sync Contacts (Part Two) - Only Applicable for Outlook COM Add-In
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DealCloud Notifications
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Getting Started with the DealCloud Mobile Application
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DealCloud Mobile App Quick Reference Card
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DealCloud Mobile App: Meetings Overview
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Getting Started Checklist
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Other Recommended Coursework
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Learning Objectives
When accessing the web portal, you will be able to:
- Utilize the Global Navigation Pane to access dashboards and Reporting Tools
- Apply filters to data presented on Data Grids
- Perform searches to locate entries and view entry detail pages
- Add new records using Entry Forms
- Open records for edit
- Direct Edit data points from dashboards and entry detail pages
- Create a “Favorites” list of frequently accessed records
- Review notifications you are subscribed to and update notification preference
- Generate template reports ad-hoc
When using the Outlook Add-In:
- Sync items from Outlook (emails and events)
When using the DealCloud Mobile App:
- Enable Face/Touch ID
- Scan a business card to create a new Contact
- Access dashboards and details about records on-the-go