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.	September 10* October 6 October 20 November 5 December 1 December 22
Intapp DealCloud with Celeste overview This session introduces you to Intapp DealCloud with Celeste, Intapp’s agentic AI platform for financial services professionals. We’ll cover what Celeste is, how to access it, how to prompt it effectively, how to run our pre-built templates, and the admin permissions and settings that govern it.	September 16 September 30 October 14 October 28 November 11 December 2 December 16
Intapp DealCloud with Celeste: private capital This session introduces you to Intapp DealCloud with Celeste with a particular focus on applications in private capital. We’ll cover what Celeste is, how to access it, how to prompt it effectively, how to run our pre-built templates, and the admin permissions and settings that govern it.	September 23 October 7 October 21 November 4 November 19 December 9 December 30
Intapp DealCloud with Celeste: investment banking & advisory This session introduces you to Intapp DealCloud with Celeste with a particular focus on applications in investment banking & advisory. We’ll cover what Celeste is, how to access it, how to prompt it effectively, how to run our pre-built templates, and the admin permissions and settings that govern it.	October 1 October 22 November 12 December 3 December 17
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.	September 8* October 8 October 29 N ovember 17 December 10 December 29
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.	September 9* October 15 November 24
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.	September 17 October 13 November 10
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.	September 15 October 27 December 8

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