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.

Session Dates
Getting started with Intapp DealCloud
Designed for new users, this webinar will cover basic DealCloud navigation and best practices, including adding and editing entries and locating data within the platform.		 May 20
June 3
June 17
July 1
July 15
Data governance
Learn best practices for data management, including how to bulk edit, upload data from Excel, and audit data that’s missing key information.		 May 29
July 2
View building 101
Designed for new users, this webinar will demonstrate how to build a view — a customized report that you can generate using fields in DealCloud. This course is a prerequisite for our “Dashboard management” and “Template reports” courses.		 June 5
June 19
July 8
Intro to dashboard management
Learn how to configure detail pages and build dashboards with charts and data tables. Geared toward platform managers or those who have access to dashboard management, this webinar requires a fundamental understanding of views or the completion of our “View building 101” course.		 May 21
June 10
June 26
July 10
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-on. A prerequisite to this course is a fundamental understanding of views or the completion of our “View building 101” course.		 May 22
June 12
July 17
Intro to object management
Learn the fundamentals of object management and the different fields you can create. This intro course is geared towards first-time platform managers or individuals who are looking to become platform managers.		 May 27
June 24
July 22

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