This document provides instructions for using lists in Reachable, including creating, editing, and managing lists of targets. It describes how to create new lists or upload existing lists from CSV files. It also explains how to add targets to lists from employee profiles, paths, or the list page itself. The document outlines how to edit list attributes like names and notes, as well as how Reachable alerts users to changes in their lists through its daily digest emails.

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Reachable3.0
TrainingManual-Lists
May2014

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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. Reachable Lists
2. How do I create a list?
3. How can I add targets to a list?
4. Can I edit my lists?
5. Will I get notified of changes to my lists?

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REACHABLE LIST

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REACHABLE LISTS
ListscomplementstheReachfunctionby
automatingtheprocessofsearchingfor
multiplepeopleandcompanies. Users
cancreatelistsinseveralwaysandlet
Reachablelookforpathsandalertusers
thatgoodpathshavebeenfound.
Thebasicstepsare:
1. CreatealistanduploadanexternalCSVfileto
populateit,
2. Createalistandpopulateitfromwithinthe
Reachabledatabasefromavarietyofplacesin
theapplication.
3. Gettingalertsindicatingactivityinthelist (e.g.
betterpathsnowfound)
4. Managinglists

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CREATINGALIST

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CREATING A LIST
Reachableallowsyoutocreateliststo
trackpeopleorcompaniesyouwantto
reach.Therearetwowaysinwhichyou
cancreatealistinReachable.
1. Createnew:thisisanewlist,whichyoucan
populatewithpeopleorcompaniesfromwithin
Reachable.
2. UploadExisting:youcanalsouploadalist
createdoutsideReachableasaCSVfileinto
Reachable.
TYPES OF LISTS

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CREATING A LIST
Tocreateanewlist,followthesteps
below;
1. Click+Addalist:
2. SelectCreatenew
3. Enteranameforyourlistandselectwhether
itisatargetlistofpeopleorcompanies
4. ClickCreatenew. Thiswilldisplayyourlist
andyoucanstartaddingtargetstoyourlist
CREATE NEW

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
CREATING A LIST
Tocreateanewlist,followthesteps
below;
1. Click+Addalist:
2. SelectUploadexisting
3. Selectwhetheryourtargetlistisalistofpeople
orcompanies
4. EnsureyouruploadedCSVfilehasthe
appropriatecolumnheadingslabeled
5. ClickBrowseforfileandselectyourlist.
6. ThelistwillloadandReachablewilltryto
matchyourtargetstoourDatabaseand
provideyouwiththebestconnectionpath.This
maytakeafewminutestocomplete.
UPLOAD EXISTING

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ADDING TARGETS TOALIST

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ADDING TARGETS TO A LIST
Onceyou’vecreatedalist,youcan
continuetoaddpeopleorcompaniestoit.
Therearethreewaysinwhichyoucan
addpeopleandcompaniestoanexisting
list.
1. YouarelookingatanEmployeeListina
CompanyProfile. Youcanselectpeoplein
bulkandaddthemtoalist.
2. YouarelookingatPersonorCompany
ProfileorPath. YoucanclickAddtoaList.
3. YouareinyourListDirectoryandhave
openedaListpage. YoucanusetheSearch
featureonthatpagetosearchtheReachable
databaseandaddnamesyoufindtoalist.
WHERE TO ADD

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ADDING TARGETS TO A LIST
Youcanselectspecificemployeesfrom
ourEmployeeListtabandaddthemtoa
List:
1. FromtheCompanyprofilepages,select
EmployeeList.Thiswilldisplayalistofthetop
currentemployeesinthecompany
2. Ifyouarelookingforaspecificperson,select
Searchandbegintypingthefirstorlastname
oftheperson,oratitle,suchasMarketing.
3. Selecttheindividualsyouwanttoaddtoyour
listusingthecheckboxestotheleftofthe
name
4. ThenselectAddSelectiontoListandselect
thelistyouwanttoaddthetargetsto,orCreate
aNewListfromthatwindow.
ADDING FROM THE EMPLOYEE LIST TAB

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ADDING TARGETS TO A LIST
Toaddapersonorcompanytoyourlist
whileyou’reonapathorprofileofsuch
personorcompanyfollowthesesteps:
1. EachPathandProfilePagehasanAddtoList
tabonthenavigationpanel. Clickthattab
whenyouwishtoaddthatpersonorcompany
toaList.
2. TheAddtoListpanelwillopen.
3. Selectthelistyouwishtoaddthetargetto,or
selectCreatenewlisttocreateanewlistfor
yourtargettobeaddedto
ADDING FROM A PATH OR PROFILE

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ADDING TARGETS TO A LIST
Toaddapersonorcompanytoyourlist
whileyou’reinthelist,followthesesteps;
1. SelectAddPerson(orAddCompany)
2. Typethenameofthepersonorcompany
withinthesearchbox(includecompanyname
forapersontohelpnarrowyoursearch)
3. ClickAddtoList
4. Alistofmatchingpeopleorcompanieswill
display.Clickontheoneyouwishtoadd.
5. Yourtargetwillthendisplayonthelistand
Reachablewillrunapathforyou.
ADDING FROM A LIST PAGE

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EDITING LISTS

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EDITING LISTS
Onceyou’vecreatedalist,youcanalways
updateitby:
1. Editingthenameofalist
2. Deletingalist
3. Deletingapersonorcompanyfromalist
4. ManagingthelistscoveredbyyourReachable
Digest
5. AddingNotestoalist,ortoanypersonor
companyinalist
6. Copyormovepeopleandcompaniestoor
fromdifferentlists
7. Settingthepriorityofpeopleorcompaniesina
list
KEEPING IT SIMPLE

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EDITING LISTS
DeletingaList
1. ClickEditinthesubnavigation
2. SelecttheCheckboxnexttoeachlistyou
wanttodelete.Reachabledefaultlistsarenot
editable.
3. ClickDeleteinthesubnavigation
4. SelectDonewhenyouaredonedeletingyour
lists.
EditingaListName
1. ClickEditinthesubnavigation
2. Placeyourcursorinthetextboxofthelist
nameyouwishtoedit
3. MakeyourchangesandselectDonewhen
youarefinished
EDITING LIST ATTRIBUTES

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EDITING LISTS
DeletingPeopleorCompaniesfromaList
1. ClickEditinthesubnavigation
2. SelecttheCheckboxnexttoeachpersonor
companyyouwanttodelete
3. ClickDeleteinthesubnavigation
4. SelectDonewhenyouarefinishedtoclose
theeditoptions
EDITING LIST ATTRIBUTES

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EDITING LISTS
Notes
1. ClickontheNoteIcontotherightofthelistto
opentheNoteswindow
2. Placeyourcursorinthenotesareatostart
typingyournote
3. ClickSavetosaveyournoteorDeleteto
removeitentirely
ReachableDigest
1. ToggletheOn/Offvaluetotherightofthelist
nameunderReachableDigestwillremove
yourlistalertsoraddthemtoyourDigest
EDITING LIST ATTRIBUTES

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EDITING LISTS
CopyorMoveTargettoAnotherList
1. ClickEditinthesubnavigation
2. SelecttheCheckboxnexttoeachpersonor
companyyouwanttocopyormovetoanother
list
3. SelectCopyToorMoveTo
4. Awindowwilldisplayshowingyouthelists
available
5. Selectthelistyouwishtomoveorcopythe
targetsto
6. SelectDonewhenyouarefinishedtoclose
theeditoptions
EDITING LIST ATTRIBUTES

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
EDITING LISTS
Notes
1. ClickontheNoteIcontotherightofthe
personorcompanywillopentheNotes
window
2. Placeyourcursorinthenotesareatostart
typingyournote
3. ClickSavetosaveyournoteorDeleteto
removeitentirelyfromthatpersonorcompany
SettingTargetPriorities
1. ToggletheHI//MED/LOWvaluetotheright
ofthetargetnameunderPrioritywillallowsyou
tomanagethelistbetterbysortingthose
targetswiththehighestpriority
EDITING LIST ATTRIBUTES

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REACHABLE DIGESTANDALERTS

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DIGEST & ALERTS
Eachnight,Reachablerecalculatesyourbestpath
scorestoyourLists’targets. Anynoteworthy
changesinyourabilitytoreachyourtargetsis
markedasanAlertontheReachableDigest,
whichyouwillreceivebyemail. Thesealerts
include:
1. NewTopScore:Thisalertindicatesthata
targetonaListhasanewBestPath
2. NewTop10:Thisalertindicatesthatthetop
10Pathstoatargethavechanged.
3. NewlyReachable:Thisalertindicatesthata
targetinyourlisthasachievedascorethatis
highenoughthatismeritsattention(wesay
thatthepersonisnow“reachable”)
KEEPING YOU ON TOP OF YOUR LIST

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DIGEST & ALERTS
Belowarethestepstoeitherincludeor
excludeListsfromyourDailyDigest;
1. ToggletheOnvaluetoOff ontheListofLists
page orfromthesubnavigationmenufrom
withinthelisttoexcludethatlistfromtheDigest
2. ToggletheOffvaluetoOntoadditback
INCLUDING/EXCLUDING LISTS FROM DIGEST

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DIGEST & ALERTS
Bydefault,youwillreceiveDigestemailsona
weeklybasis,althoughyouhavetheabilityto
changethefrequencytodailybyfollowingthe
stepsbelow;
1. ClickonMEfromthetopnavigationarea
2. SelectSettingsfromtheleftnavigationarea
3. IntheAlertssection,select thefrequencyof
yourchoice
DIGEST FREQUENCY

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