A Reach-Out is classified as an attempt to make contact with someone. A 'Reach-out' in Crelate is tracked based on your settings when you log activities. In the client portal, if you would like to share information regarding how many candidates you have reached-out to, please see the below guide!
In Crelate, Reach-out's can be tracked while you are logging an activity. Once enabled, you will see a checkbox option for reach out that looks like this:
To enable this box, you will need to designate this in your Settings>> Activities:
Enabling Reach Out's to be shown on the Client Portal
Enabling Reach Out's in your settings will allow you to begin tracking these using the checkbox; but it does not automatically make them visible to your Clients. To share Reach Out activities on your Client Portal, you will need to do two things.
1. You will need to ensure you have set the specific Activities to Display on your Client Portal
2. You will need to navigate to Settings>> Client Portal and customize your home page and/or job page views to reflect Reach Out's. Please see below.
Once you have completed these two steps, Reach Outs will appear in the activity summary on your home page and/or job page views!