The document provides instructions for registering for a Reachable account and joining a company's TeamReach. It describes importing contacts from LinkedIn, Facebook, Outlook, Gmail, Yahoo and other sources. It also covers adding employment history and completing the registration process. Once registered, the user can begin using Reachable to search for people and companies, create lists, and invite others to collaborate via TeamReach.

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Reachable3.0
TrainingManual–Enterprise
Registration
May 2014

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
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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INVITATION

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INVITATION
1. Bynowyou shouldhavereceived
anemailinvitationfromamemberof
yourfirm’sTeamReachor
administrator
2. WithinthisemailwillbeaURLwhere
youcangotocreateaPremium
accountonReachableandjoinyour
company’sTeamReach
3. CopyingthatURLintoyourbrowser
willtakeyoutoadedicatedlanding
pagetostarttheprocess
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. ClickingontheURLinyourinvitationemailwill
takeyoutoadedicatedcompanyregistration
page
2. Completetheinformation,rememberingto
useyourcompanyemail
3. Select“Continue”
4. Youwillreceiveanemailconfirmation,witha
requesttoconfirmtheemailaddresswith
whichyouregistered

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
JOINING TEAMREACH
Your companyhas licensedReachable
withTeamReach,grantingyou premium
levelaccessto Reachableand access
to theTeamReachcollaboration
environment.
1. Premiumlevelaccessremoveslimitationson
thenumberofallowablesearchesandlists
thatexistwithintheBasicReachableaccount.
2. TeamReachenables“whoknowshow”
functionalityforyourcompany. TeamReach
isopt-in,andyoucanopt-outatanytimelater
too.
3. ToaccessyourTeamReachpremium
account, justclick“Continue,”leavingthe
“ActivateTeamReach“checkboxselected.

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REGISTRATION
Email confirmation
1. ClicktheConfirmmyemailaddresslinkor
copyandpastetheURLintoabrowser
window.This willconfirmyournew
Reachableaccount

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REGISTRATION: IMPORTING
CONTACTS

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YourDataIsYours:YourReachableaccountandanydatayouuploadtoitisyours.Youcandeletethedata,ormakeany
contactsprivate,atanytime.
IMPORTING CONNECTIONS
Overview
Togetstarted, we willhelpyou import
your contactsfrom many sourcesto
createthe most completepictureof who
you know:
• LinkedIn
• Facebook
• Outlook
• Gmail
• Yahoo
• Othercontacts(suchasa.csvfile)

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REGISTRATION:
IMPORTING LINKEDIN

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1. Click“AddProfile&Contacts”under
LinkedIntostartimportingboth your
LinkedIncontactsandyourLinkedInpublic
profile
2. Awindowwilldisplay,allowingyouto
choosebetweentwomethodstoimport
LinkedIncontacts:
• Automated,usinganexecutablefile(if
allowedonyourcompany’snetwork)
• Manual,byexportingaPDFofyour
profileandaCSVfile ofyourcontacts
fromLinkedIn
IMPORTING CONNECTIONS
LinkedIn
Manual
Automated

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IMPORTING CONNECTIONS
LinkedIn - Automated
1. Selectthe“Download”buttononthe
bottomrightofthepopupwindow
2. Atthebottomofyourscreenshowappear
theexecutablefile.Clickonitandselect
“Run”fromthewindowprompt.
Ifyouaren’tpromptedtorunthe
executable,gotoyour“Downloads”folder
onyourcomputeranddouble-clickthe
executablefiletorunit.
1
2

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IMPORTING CONNECTIONS
LinkedIn - Automated
1. Theimportprocesswillkickoff.
2. You’llquicklybepromptedtoenteryour
LinkedIncredentialsto“SignIn”toLinkedIn
3. Onceyou’vesignedintoLinkedIn,you’llbe
providedwitha“Captcha”tocomplete,for
securityverification.
4. Clicking“Continue”willstarttheprocessof
importingyourLinkedInProfileandContacts.
Theprocessingwindowwillcloseautomatically
onceitiscompleted.
1
Important:Usingtheautomatedprocesswillloadbothyourcontactsand
yourprofileinformation,includingworkandeducationexperience,whichis
criticaltoourconnectionpathalgorithms.
2
3

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IMPORTING CONNECTIONS
LinkedIn - Manual: Import Your Public Profile
Incasetheautomatedimporterisnotpermittedonyourcompany’snetwork,usetheManualprocesstoimport
yourPublicprofileandthenyourContactsintoReachablebyfollowingthesesteps:
11. Clickontheurlprovidedtotake
youtothelocationinLinkedInto
downloadyourprofile
2. Hoverover“EditProfile”and
select“ExportPDF”
3. SavethePDFtoyourcomputer,
thenselect“UploadPDF”in
Reachableandselectthefile.
4. Thiswillstarttheprocessof
importingyourprofileinto
Reachableandtakeyoutoapage
touploadyourContactsnext
2
3

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3. SavetheCSVtoyourcomputer,thenselect
“UploadCSV”inReachableandselectthefile.
4. Thiswillstarttheprocessofimportingyour
contactsintoReachable.
ToimportyourcontactsintoReachable,
followthesesteps:
1. Clickontheurlprovidedtotakeyouto
thelocationinLinkedIntodownload
yourcontacts
2. Ensure“MicrosoftOutlookCSV”is
selectedandclick “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“AddFacebookFriends”undertostart
importingyourcontactsandprofile
informationfromFacebook
2. Ifyouaren’tloggedintoFacebook,you’llbe
promptedforyourlogininformation
3. Onceyouareloggedin,thewindowwill
closeandtheimportwillbegin.
4. Thisimportmaytakesometime,butfeelfree
tocontinuetheotherimportsduringthattime.
A“Completed“statuswillappearwhenit’s
done

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REGISTRATION:
IMPORTING OUTLOOK

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1. Click“Outlook”underEmailandselect
“Download”,thiswilldownloadthe
ReachableOutlookImportexecutablefile
2. Oncethefileshasbeendownloadedto
yourcomputer,you’llneedtorunit,either
throughclicking“Run”fromthewindow
prompt.Ifyouaren’tpromptedtorunthe
executable,gotoyour“Downloads”folder
onyourcomputeranddouble-clickthe
executablefiletorunit.
3. Theimportprocesswillkickoff. The
processingwindowwillcloses.
IMPORTING OUTLOOK
Automated Process
1
2

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REGISTRATION: IMPORTING
YAHOO

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IMPORTING YAHOO
Importing contacts
1. Click“Yahoo”underEmail
2. Ifyouaren’tloggedintoYahoo,you’llbe
promptedforyourlogininformation
3. Onceyouareloggedin,youwillbeaskedto
allowtheimportofcontactsfromyourYahoo
account
4. Select“Agree”
5. Thewindowwillcloseandtheimportwill
begin.
6. Thisimportmaytakesometime,butfeelfree
tocontinuetheotherimportsduringthattime.
A“Completed“statuswillappearwhenit’s
done

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION: IMPORTING
GMAIL

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IMPORTING GMAIL
Importing contacts
1. Click“Gmail”underEmail
2. Ifyouaren’tloggedintoGmail,you’llbe
promptedforyourlogininformation
3. Onceyouareloggedin,youwillbeaskedto
allowtheimportofcontactsfromyourGmail
account
4. Select“GrantAccess”
5. Thewindowwillcloseandtheimportwill
begin.
6. Thisimportmaytakesometime,butfeelfree
tocontinuetheotherimportsduringthattime.
A“Completed“statuswillappearwhenit’s
done

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION:
IMPORTING OTHER CONTACTS

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IMPORTING OTHER CONTACT FILES
Upload File
Youcanalsoloadothercontactfilesyoumay
have,suchasOutlookexport.csvfiles.
1. Touploadanexternalfileofcontact,clickon
“Other”underemail
2. Click“Browse”andselectthefileyouwishto
import
3. Onceyou’veselectedit,selectthe“Import
Contacts”button,thiswillstarttheprocess

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REGISTRATION:YOUR PROFILE

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ADDING EMPLOYMENT RECORD
Ifyoudidn’timportyourprofilefromLinkedInor
Facebook,thenyou’llbeaskedtoenteryourmost
recentemploymentrecord:
1. Filloutthe“Company”name,“Title”,“Start”
and“End”date,ifthereisnoenddate,leave
ascurrentinthefield
2. Thenselect“SaveDetails”

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REGISTRATION COMPLETE

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Onceyou’vecompleteduploadingyourprofileand
contactstoReachable,youcannowbeginusing
youraccountbysearchingforapersonorcompany,
aswellasuploadingandcreatinglistsofpotential
targetsandinvitingotherstoTeamReach.
REGISTRATION COMPLETE
Reachable Features

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