Intapp DealCloud University live training webinars

Intapp DealCloud University

Live training webinars

Make the most of your DealCloud investment by joining our Intapp DealCloud University live training webinars!

Led by our Client Success team, our live training webinar series covers the important basics of DealCloud — so your professionals can work more confidently and efficiently. We’ll provide tips for navigating the DealCloud platform, explore best practices, and answer any questions you may have.

As this series continues, we’ll add advanced sessions that cover specific features, capabilities, and more.

Ready for your team to become DealCloud experts? Learn more about and register for our upcoming live training webinar sessions below.

Live training webinar sessions

All sessions will be hosted at 8 a.m. PT / 11 a.m. ET / 3 p.m. GMT.

To register, please click on the date(s) below for the session(s) you’d like to attend.

*Indicates webinars happening soon.

Session	Dates
Getting started with Intapp DealCloud and the Outlook add-in Designed for new users, this webinar will cover basic DealCloud navigation and best practices, such as adding and editing entries and locating data within the platform. This webinar will also give a tutorial of how to leverage the Outlook add-in.	December 23 January 8 January 15 January 22 February 5 February 12 February 26 March 12 March 26
Intro to view building and dashboard management This webinar will explain how to build a View — a customized report that you can generate using fields in DealCloud. You also will learn how to configure detail pages and build dashboards that can house charts and data tables. This section of the webinar is geared towards platform managers or those who have access to dashboard management. This webinar is a prerequisite for our “Template reports” webinar.	January 6 January 13 January 29 February 10 March 3 March 19
Intro to template reports: Object reports Learn how to build an object report — which can generate pipeline reports or any high-level information centered around a specific object — using our Microsoft Word add-in. A prerequisite to this webinar is a fundamental understanding of views or the completion of our “Intro to view building and dashboard management” webinar.	December 17 January 27 February 24 March 31
Intro to object management This webinar is geared towards first-time platform managers or individuals who are looking to become platform managers. Learn the fundamentals of object management and the types of fields you can create in DealCloud.	December 18 January 21 March 10
Data governance Learn best practices for data management. This webinar will showcase how to make edits in bulk, upload data from Excel, and audit/surface data that’s missing key information.	January 7 February 17 March 11
Intro to Dispatch This webinar will guide you through building reusable templates, selecting recipients, customizing content, and interpreting campaign metrics to optimize performance in Dispatch, DealCloud’s integrated marketing tool.	December 11 * January 20 February 19 March 5 March 24
DataCortex integrations Discover how to use DataCortex to enrich your firm’s records by connecting third-party data directly into DealCloud. This course covers how to match and link external data, customize how it’s displayed, and run smart searches to surface insights all within the DealCloud platform.	December 16 February 3 February 25 March 25
Understanding relationship management in DealCloud This webinar provides an overview of the relationship management suite, including best practices for managing contacts, interpreting relationship scores, and leveraging automatic syncing from Outlook to DealCloud.	December 30 February 4 March 17

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