How to Source

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Learn to find the best prospects and request warm intros from people at your company who know them with boolean, synonym, and name search.
 

Sourcing in Teamable provides you with the warmest of warm introductions, that of a current employee.

There are three ways to source in Teamable: Synonym, Boolean, and Name search. This success note will walk you through each way.

Getting Started

  1. Log into your company's Teamable site, e.g. [mycompany].teamable.com
  2. Open the job you want to source for. For example, we're looking at a Market Development Representative below.

 

Using the Synonym search:

  • Click Synonym and enter the titles and skills below.
  • Include terms. A synonym search provides you with a broader more inclusive search. Type any terms (skills or titles) you'd like to include where it says 'Add title or skill to include'. After you hit enter for each term, Teamable will display a context cue for each term in green, and the search results will update in real time.
  • Exclude terms. Use the Exclude function to refine your search. Enter the terms (skills or titles) where it says 'Exclude' and Teamable will display a context cue for each term in read, and the search results will update in real time.
  • Click Search.

 

Using the Boolean search:

  • Click Boolean above and type the exact string you wish to use.
  • This string can use standard boolean logic, including nesting like terms with parentheses, ANDs, ORs, and NOTs and quotes around words you wish to treat as an atomic unit.
  • Example of a Boolean search string: ("Market Development Representative" or MDR or "Sales Development Representative" or "Sales Development" or "Market Development" or BDR) and not(vp or principal or recruiter or mechanical or manager or director or cofounder or hr or chief or founder or recruiter or engineer or ceo).
  • Click Search.

 

Using the Name search:

  • Click Name above and type the exact string you wish to use (first name and last name, e.g. Fred Smith).
  • Click Search.
 
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