A list is a collection of profiles grouped by similar data points. To create a landscape, start with a list, as it forms the foundation for subdivisions. If no subdivisions are needed, a simple list will suffice.
How to Create a List:
- Open the profile of the company you want to add to a list.
- Click the “Save” button in the top right corner.
- Choose between adding the company to an existing list or creating a new one.
- To create a new list, click “Create new list.”
- Enter a name for your new list.
- Click “Create list.”
Your list is now set up!
You may edit the description, and more owners and companies to your curated list.
How to Create a Landscape and Structure Categories:
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Open your list, which defaults to the “List View” page, and click on “Create Landscape.”
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To set up categories:
- Go to the “Edit Landscape” section.
- Click “Add Category” to create new categories as needed (this action can be outsourced).
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To assign a profile to a category:
- Ensure the profile is first added to the landscape.
- In “Edit Landscape,” drag the profile from "Ungrouped" (or another category) into the desired category (this action can also be outsourced).
⚠️ After each change, click “Save Landscape” to retain your updates before leaving the page.
Adding Co-owner(s):
Want to collaborate on your list? Follow these simple steps to share ownership with others:
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Open Your List Options
Locate your list and click on the three horizontal dots. This will open a dropdown menu with various actions. -
Select “Add Owners”
From the dropdown, choose the option to “Add more owners.” -
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. -
Send the Invitation
Confirm your selection. The person will receive a notification letting them know they've been added as a co-owner. -
Enjoy Seamless Collaboration
Once they accept, both of you can manage the list, keeping everything organized and up-to-date together.
How to Share a List Privately:
Want to share your list privately with anyone, even those without a Dealroom account? Follow these easy steps:
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Open the List Menu
Navigate to your list and click on the three horizontal dots to access sharing options. -
Select “Share Privately”
From the dropdown menu, click on “Share Privately.” This creates a unique link for secure sharing. -
Copy the Private Link
A private link will be generated. Simply copy the link to your clipboard. -
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.
How to Make Your List Public:
Want to share your list with the entire Dealroom community? Follow these steps to make it public:
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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. -
Switch to Public
Once you click “Publish,” your list will instantly transition from private to public visibility. -
Share with the Community
The list is now public and visible to all Dealroom users, making it accessible for the entire community to explore.
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.