Intapp DealCloud feature highlight: Target builder
Create entries quickly and dynamically with Intapp DealCloud’s target builder feature. Target builder uses your firm’s data and prior deal outcomes to automatically create targeted lists. These lists match exact search criteria based on the task at hand — turning firm intelligence into actionable next steps.
Query data from existing reports and prior projects by using unique filter criteria for data sets.
Import target lists from external spreadsheets with DealCloud’s bulk upload tool.
Assign values to new target records using similar data from previous target entries, or apply a value to all target records at once.
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