reachable 3.0 training manual for enterprise registration - manual upload
TRANSCRIPT
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1 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
Reachable 3.0 Training Manual – Enterprise Registration (Manual Upload) May 2014
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TABLE OF CONTENTS 1. Invitation
2. Registration
- Account information
- Importing contacts
- Signing up for TeamReach
3. Finding connections
4. Updating contacts
- Making private / deleting
- Updating contacts
5. TeamReach
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3 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
INVITATION
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INVITATION
1. By now you should have received
an email invitation from a member of
your firm’s TeamReach or
administrator
2. Within this email will be a URL where
you can go to create a Premium
account on Reachable and join your
company’s TeamReach
3. Copying that URL into your browser
will take you to a dedicated landing
page to start the process
TeamReach Invitation
The invitation URL will look something like this. .
https://app3.reachable.com/account/Register.aspx?teamreachcode
=UNIQUECODE
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REGISTRATION:
ACCOUNT INFORMATION
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REGISTRATION Account Information
1. Clicking on the URL in your invitation email will
take you to a dedicated company registration
page
2. Complete the information, remembering to
use your company email
3. Select “Continue”
4. You will receive an email confirmation, with a
request to confirm the email address with
which you registered
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7 (c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
JOINING TEAMREACH
Your company has licensed Reachable
with TeamReach, granting you premium
level access to Reachable and access
to the TeamReach collaboration
environment.
1. Premium level access removes limitations on
the number of allowable searches and lists
that exist within the Basic Reachable account.
2. TeamReach enables “who knows how”
functionality for your company. TeamReach
is opt-in, and you can opt-out at any time later
too.
3. To access your TeamReach premium
account, just click “Continue,” leaving the
“Activate TeamReach “check box selected.
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REGISTRATION Email confirmation
1. Click the Confirm my email address link or
copy and paste the URL into a browser
window. This will confirm your new
Reachable account
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REGISTRATION: IMPORTING
CONTACTS
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Your Data Is Yours: Your Reachable account and any data you upload to it is yours. You can delete the data, or make any
contacts private, at any time.
IMPORTING CONNECTIONS Overview
To get started, we will help you import
your contacts from many sources to
create the most complete picture of who
you know:
• Outlook
• Gmail
• Yahoo
• Other contacts (such as a .csv file)
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REGISTRATION:
IMPORTING LINKEDIN
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IMPORTING CONNECTIONS LinkedIn - Manual: Import Your Public Profile
In case the automated importer is not permitted on your company’s network, use the Manual process to import
your Public profile and then your Contacts into Reachable by following these steps:
1 1. Click on the url provided to take
you to the location in LinkedIn to
download your profile
2. Hover over “Edit Profile” and
select “Export PDF”
3. Save the PDF to your computer,
then select “Upload PDF” in
Reachable and select the file.
4. This will start the process of
importing your profile into
Reachable and take you to a page
to upload your Contacts next
2
3
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3. Save the CSV to your computer, then select
“Upload CSV” in Reachable and select the file.
4. This will start the process of importing your
contacts into Reachable.
To import your contacts into Reachable,
follow these steps:
1. Click on the url provided to take you to
the location in LinkedIn to download
your contacts
2. Ensure “Microsoft Outlook CSV” is
selected and click “Export”
1
IMPORTING CONNECTIONS LinkedIn - Manual: Import Your Connections
2 3
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REGISTRATION:
IMPORTING FACEBOOK
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IMPORTING FACEBOOK Importing contacts and profile information
1. Click “Add Facebook Friends” under to start
importing your contacts and profile
information from Facebook
2. If you aren’t logged into Facebook, you’ll be
prompted for your login information
3. Once you are logged in, the window will
close and the import will begin.
4. This import may take some time, but feel free
to continue the other imports during that time.
A “Completed “status will appear when it’s
done
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REGISTRATION:
IMPORTING OUTLOOK
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IMPORTING OUTLOOK CONTACTS Upload File
You can also load your Outlook contacts. Once
you export your Outlook contacts to a Windows
csv file, you can upload them using the
following steps;
1. To upload an external Outlook csv file of
contacts, click on “Other” under email
2. Click “Browse” and select the file you wish
to import
3. Once you’ve selected it, select the “Import
Contacts” button, this will start the process
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REGISTRATION: IMPORTING
YAHOO
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IMPORTING YAHOO Importing contacts
1. Click “Yahoo” under Email
2. If you aren’t logged into Yahoo, you’ll be
prompted for your login information
3. Once you are logged in, you will be asked to
allow the import of contacts from your Yahoo
account
4. Select “Agree”
5. The window will close and the import will
begin.
6. This import may take some time, but feel free
to continue the other imports during that time.
A “Completed “status will appear when it’s
done
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REGISTRATION: IMPORTING
GMAIL
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IMPORTING GMAIL Importing contacts
1. Click “Gmail” under Email
2. If you aren’t logged into Gmail, you’ll be
prompted for your login information
3. Once you are logged in, you will be asked to
allow the import of contacts from your Gmail
account
4. Select “Grant Access”
5. The window will close and the import will
begin.
6. This import may take some time, but feel free
to continue the other imports during that time.
A “Completed “status will appear when it’s
done
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REGISTRATION:
IMPORTING OTHER CONTACTS
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IMPORTING OTHER CONTACT FILES Upload File
You can also load other contact files you may
have, such as Outlook export .csv files.
1. To upload an external file of contact, click on
“Other” under email
2. Click “Browse” and select the file you wish to
import
3. Once you’ve selected it, select the “Import
Contacts” button, this will start the process
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REGISTRATION: YOUR PROFILE
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ADDING EMPLOYMENT RECORD If you didn’t import your profile from LinkedIn or
Facebook, then you’ll be asked to enter your most
recent employment record:
1. Fill out the “Company” name, “Title”, “Start”
and “End” date, if there is no end date, leave
as current in the field
2. Then select “Save Details”
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REGISTRATION COMPLETE
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Once you’ve completed uploading your profile and
contacts to Reachable, you can now begin using
your account by searching for a person or company,
as well as uploading and creating lists of potential
targets and inviting others to TeamReach.
REGISTRATION COMPLETE Reachable Features
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