Course Description

DealCloud offers a great deal of flexibility regarding how your data is both captured and presented. Fully permissioned users who manage your firm's instance of DealCloud should be trained on how to perform certain key functions such as:

  • Managing Dashboard Reports
  • Linking Excel Reports
  • Scheduling Template Reports
  • Building Views
  • Managing Objects and Entry Forms
  • Bulk Edit
  • Automations


This course covers these areas (and more) and includes certification quizzes to capture your progress as you move through the curriculum.

Note: The passing score on each quiz is 75%. If you do not pass on the first attempt, please retake the quiz until you receive a passing grade. 

What Your Peers Are Saying About This Course

  • “Very high quality. One of the best training methodologies I have experienced.” (Founder, Chairman, and Chief Investment Officer)
  • “I'm very impressed. The videos are well designed in that you first explain what you are trying to accomplish, demonstrate what it looks like to users, then go back to show how it is set up by admins. I will certainly refer back to these tutorials.” (Investment Team Member)
  • "This is one of the best online courses I have ever taken. Thank you for the time and effort you put into developing this course!“ (Principal, Investments)
  • “I am highly, highly impressed by the quality of this training program. The lessons felt relevant. I felt the script was extremely well prepared -it didn't go into too much detail but managed to cover what I would expect. And the quality of the screencaps, audio, and layout is second to none. This course is a benchmark for other software companies to measure against. Good job!” (Chief Digital Officer)

Course Curriculum