Skip to main content
All CollectionsSourcing BoardsSourcing by Sectors
How can I configure Sourcing by Sectors board?
How can I configure Sourcing by Sectors board?
MyAnalyst avatar
Written by MyAnalyst
Updated over a year ago

You can follow these simple steps to set up Sourcing by Sectors dashboard as per your mandate.

Or,

You can click here

  • In the configuration page, update the name and description of the Sourcing board.

image.png
  • In the Mandate section, update the mandate name and add the desired filters under Sectors, Geographies, Founded Years, Company Stage, etc. as shown below

image.png
  • You can select more than one mandate by clicking on the option "Add New Mandate" and update the desired filters. You can also configure alerts for the desired frequency and then Click on "Save and take me to my board" to effect these changes.

image.png

To source companies using keywords, set up alerts, view and add widgets, check the articles below

Did this answer your question?