Intapp DealCloud feature highlight: Target builder
Simplify target list creation with data automation
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
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.
Automate your target list building workflows
Quickly pull data
Query data from existing reports and prior projects by using unique filter criteria for data sets.
Reduce tedious data entry
Import target lists from external spreadsheets with DealCloud’s bulk upload tool.
Save time and effort
Assign values to new target records using similar data from previous target entries, or apply a value to all target records at once.
How does it work?
Add targets from prior projects and existing views or by creating a new query
Narrow qualified targets with advanced filters
Preview, edit, and populate new targets with the data you need
Share your qualified target list with partners and collaborators
Learn more about Intapp DealCloud
Case study
Haven Capital
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Financial Services
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Intapp DealCloud
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