Key Features
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      1. Advice and answers from the Dealroom team
      2. Key Features

      Lists and Landscapes with AI

      A list is a collection of profiles grouped by data points. With AI-assisted landscape building, simply define categories, and AI will sort them. Start with a landscape as the foundation for subdivisions, or use a simple list if none are needed.

      How to Create a List:

      1. Open the profile of the company you want to add to a list.
      2. Click the “Save” button in the top right corner.
      3. Choose between adding the company to an existing list or creating a new one.
        • To create a new list, click “Create new list.”
      4. Enter a name for your new list.
      5. Click “Create list.”

      Your list is now set up!

      You may edit the description, and add more owners and companies to your curated list.

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      How to Sort Landscape Categories Using AI

      1. Add Companies
        Start by adding the companies you want to map into your landscape.

      2. Create Categories
        Define at least three categories that the companies should be sorted into.

      3. Use AI Sorting
        Click “Generate Landscape with AI (beta)” to let AI categorize the companies based on profile data like industry, location, and description.

      4. Refine Results
        If companies remain unclassified, rerun the AI tool or create additional categories to improve sorting.

      5. Manual Sorting Option
        If preferred, you can bypass AI sorting and manually categorize companies instead.

      ⚠️ After each change, click “Save Landscape” to retain your updates before leaving the page.


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      ⁉️ What Datapoints feed the AI Model?

      The AI model sorts companies based on multiple data points to ensure accurate categorisation. These include:

      • Client Focus – Who the company serves (e.g., B2B, B2C).
      • Tagline – A short company description.
      • Industries – The sectors the company operates in.
      • About – A detailed company description.
      • HQ Locations – City, country, state, and continent.
      • Tags – Keywords associated with the company.
      • Name – The company’s official name.

      Manually Sorting Companies into Landscape Categories

      If you choose to manually sort companies, you can streamline the process by selecting multiple companies at once:

      1. Click on a company’s name to select it.
      2. Continue selecting all the companies you want to group into the same category.
      3. Drag the selected companies as a group into the desired category.
      4. Release the selection, and the companies will be added to the category.

      This method allows for quick and efficient manual sorting.

      Multi select on lanscape

      Adding Co-owner(s): 

      Want to collaborate on your list? Follow these simple steps to share ownership with others:

      1. Open Your List Options
        Locate your list and click on the three horizontal dots. This will open a dropdown menu with various actions.

      2. Select “Add Owners”
        From the dropdown, choose the option to “Add more owners.” 

      3. Add Your Co-Owner(s)
        Enter the name of the person you’d like to manage the list with. Double-check their details to ensure the invite goes to the right person.

      4. Send the Invitation
        Confirm your selection. The person will receive a notification letting them know they've been added as a co-owner.

      5. Enjoy Seamless Collaboration
        Once they accept, both of you can manage the list, keeping everything organized and up-to-date together.

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      How to Share a List Privately:

      Want to share your list privately with anyone, even those without a Dealroom account? Follow these easy steps:

      1. Open the List Menu
        Navigate to your list and click on the three horizontal dots to access sharing options.

      2. Select “Share Privately”
        From the dropdown menu, click on “Share Privately.” This creates a unique link for secure sharing.

      3. Copy the Private Link
        A private link will be generated. Simply copy the link to your clipboard.

      4. Share the Link with Others
        Send the private link to anyone you want to share the list with. They can view the list even if they don’t have a Dealroom account.

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      How to Make Your List Public:

      Want to share your list with the entire Dealroom community? Follow these steps to make it public:

      1. Click the “Publish” Button
        Locate the “Publish” button next to the creators' names on your list. This button allows you to change the list’s visibility.

      2. Switch to Public
        Once you click “Publish,” your list will instantly transition from private to public visibility.

      3. Share with the Community
        The list is now public and visible to all Dealroom users, making it accessible for the entire community to explore.

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      It’s that simple! By publishing your list, you contribute valuable insights and resources for others to discover.

      🗒️ Do you have a large number of companies you would like to add to your list? Come chat with us via our chat or e-mail support support@dealroom.co and we will help you build your list in bulk for a quicker solution.