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 meetings happening this week.

 

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.
July 24 *
August 7
August 21
September 9
September 23
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.
July 29
August 14
September 4
September 25
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.
July 31
August 19
September 11
September 30
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.
July 22 *
August 5
August 26
September 16
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.
August 12
August 28
September 18