Circa Outreach 1.0 Feature Guide
The Circa Outreach platform allows employers and community based organizations to exchange messages and corresponding emails, which are tracked automatically by the Outreach Management System. This document enables users to understand how to use the outreach platform.
How users can search for Community Based Organizations (CBO's)
From the left pane options, Click Outreach → Search.
In the page appears, enter the organization name or linked email or phone number in the search bar and click Search. You’ll get to see the list of organizations.
Click on FILTERS to see the available filter options. Select your filter preferences using the dropdown arrows next to each item, and click APPLY.
How to sort based on the activities ?
From the left pane options, Click Outreach → Activities. From the FILTERS menu, click on one of the item:
- Date Range and select the date range from the calendar
- Activity Type and choose the activity type from the list
- Completed By and select the people
And click APPLY.
