This document provides a training manual for using the Reachable software. It summarizes the tool's key features for searching for people and companies, viewing connection paths and insights between targets, accessing profiles for targets, filtering paths, finding employee lists within company profiles, and reporting data issues. The document is organized into sections covering these features and provides instructions and screenshots to illustrate how to use the different parts of the Reachable interface.

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
Reachable3.0
TrainingManual-Reach
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. Searching for People and Companies
2. Path & Insights
3. Profiles for People and Companies
4. Error Reporting

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
SEARCHING FOR PEOPLEAND
COMPANIES

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
REACH
“Reach”allowsyoutofindconnectionsand
insightstopeopleandcompaniesyouare
tryingtoreach. Findtheminourdatabase
andseethebestpathwaystothem. Core
featuresare:
1. Searchbycompanyname,person
nameorboth
2. Seethebestpathstopeopleand
companies
3. GetRelationshipInsightsonconnection
pathsshowntoyou
4. Identifynetwork“super-connectors”
5. Richprofilesoncompaniesandpeople
6. Powerfilters

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
TherearetwosearchboxesinReachable:
1. OntheHomePage,or
2. InthetopNavigationBar
3. Further,namesofpeopleandcompaniesare
generallyclickable,initiatingasearch
Note:Onceyou’veconductedasearch,selectingReach
fromthetopnavigationbarwilltakeyoubacktoyourmost
recentPathsearch
REACH
THE SEARCH FUNCTION

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PATHSAND INSIGHTS

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Onceyou’reselectedyourtarget,eitherpersonor
company,aseriesofpathswilldisplay,ordered
fromthebestpathtolowerstrengthpaths(based
onouralgorithms).
Thepathshowsyoueachfirstdegreeand/or
seconddegreeconnectionyouhavetothe
potentialtarget.
Attheendofeachpath isascore,indicatingour
estimateofyourrelationshipstrengthtothat
personorcompany
REACH
PATHS TO TARGETS

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WhetheryouareonaCompanyPathorPerson
Path,youcanfindoutmoreinformationaboutthe
variousconnections
1. IndividualConnectionInsight:Simplyhoverover
the connectiontypeiconsbetweeneach
connectiontogetdetailsonthespecificrelationship
betweentwopeople,or
2. SelectSeeDetailsfromthereorclickonthe
ConnectionScoreattheendofthepathtoviewthe
fullpathandallrelationshipsthatmakeupthat
connection.
3. YoucanopenmultiplePathInsightpanelsatone
time,includingmovingthemaroundtocompareby
leftclickingonthetopleftcornerofthepaneland
dragging
Note:HoveroverIconsLegendinthesubnavigationto
learnmoreabouteachiconandwhatitrepresents
REACH
RELATONSHIP INSIGHTS

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
ReachableallowsyoutofilterPathresultsbasedonthe
networksyouwanttoleverage:
1. AllPathsfilteristhedefaultfilter,tofindthebest
pathregardlessofthetypeofnetworkyouleverage.
2. TeamReachfilter,toseebestpathsthroughyour
TeamReachmembers,givingmoreweightto
TeamReachmembers’contact.
3. SeniorManagementfilter,toseebestpaths
throughyourSeniorManagement,givingmore
weighttoSeniorManagementcontacts.
4. Employeefilter, isaspecialfiltertorestrictthe
searchtocurrentemployees(asopposedtoformer
employees)ofatargetCompany(appearsonlyon a
companyPath).
You canalsoselecttoviewpathsthathaveasetminimum
scoreorbetterbyadjustingtheMinimumPathStrength
REACH
PATH FILTERS

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
PROFILES FOR PEOPLEAND
COMPANIES

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
SelectProfileontheLeftNavigationmenutodisplaythe
profileofthePersonfromthePersonPath.Hereyou’llsee:
• ContactInformation
• WorkHistory
• EducationHistory
• RecentNews
Allthedetailsoftheprofilewillbedisplayedautomatically.
• Reachablepullsincontentfromvarioussources.To
viewdetailsoneachsourceavailableforthatperson
selecttheopentriangletotherightofthesource
name
• Tocloseanysectionoftheprofile,selecttheblack
trianglenexttothesectionlabel
• Youcanalsoselectthenameofacompanyfromthe
profileto runapathtothatcompany
PERSON PROFILE
REACH

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
SelectProfileontheLeftNavigationmenutodisplaythe
profileoftheCompanyfromthecompanyPath.Hereyou’ll
see:
• ContactInformation
• KeyStatistics
• CompanyDescription
• CompanyNews
Allthedetailsoftheprofilewillbedisplayedautomatically.
• Reachablepullsincontentfromvarioussources.To
viewdetailsoneachsourceavailableforthatperson
selecttheopentriangletotherightofthesource
name
• Tocloseanysectionoftheprofile,selecttheblack
trianglenexttothesectionlabel
COMPANY PROFILE
REACH

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Reachableprovidesalistofcurrenttoplevelemployeesfor
eachcompany.Hereyoucan:
• Searchemployeesbynameortitle
• Addemployeestoalist
Tosearchforemployees;
1. SelectSearchfromthesubnavigationmenuand
typeintheperson’sfirstname,lastnameortitleand
thelistwithbegintofilter
2. Toremovethefilter,deletethenamefromthesearch
box
Toaddtoalist
1. Selectthecheckboxnexttothename(s)youwantto
addandselectAddSelectedToListfromthesub
navigationmenuandfollowtheinstructionsonadding
orcreatingalist
EMPLOYEE LISTS
REACH

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ERROR REPORTING

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REACH
ERROR REPORTING
Seesomethingincorrect onapersonorcompanyprofileor
path?Letusknow.
1. SelectNeedHelp?fromthefooter
2. SelectReportDataIssue
3. Thiswillopenawindow,allowingyoutodescribethe
issue.Trytobeasdetailedaspossibleandinclude;
• Nameof thecompanyorperson
• Specificsoftheissue,whetherit’sajobtitle,date,
etc.
• Yournameandemail
4. SelectSubmit.ThiswillnotifytheReachabledata
team,whowillresearchtheinformationandmake
theappropriateadjustments.Youshouldreceivean
emailwithin48hoursofyourrequest.

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NEEDADDITIONALHELP?
SUPPORT@REACHABLE.COM