Once your account is setup go to www.loxo.co/login, enter your email address to login and complete the following steps. To watch a recorded live training go here:  http://help.loxo.co/getting-started/loxo-training-101. You can also join our daily webinars here!


Loxo Setup

  1. Sync email and calendar
  2. Download Chrome extension
  3. Add signature
    Video: https://youtu.be/wgdve_H6oaY

Loxo Companies 

  1. Add a company
  2. Company profile; add contacts, filter event stream
  3. Pin a contact
    Video: https://youtu.be/XV5uRsulHDk 

Loxo Jobs

  1. Add a Job
  2. Publish a Job
  3. Push job to social sites
    Video: https://youtu.be/SsDlgqWEzgg

Loxo People; how to add contacts & candidates to your database

  1. CSVs
  2. Resumes
  3. Extensions
  4. Email
  5. Manual
    Video: https://youtu.be/wG5hqKAWfi4 

Loxo People; people profiles 

  1. Contact details; info, tags, email & phone numbers
  2. Events; add event objects, add someone to a job or move them through the pipeline
  3. Event Stream; how to search, pin or edit 
  4. Resumes, Experience
    Video: https://youtu.be/ehQad8b5Xko 

Loxo People; how to search

  1. Power search
  2. Column filters; text, tags, categories
  3. Boolean
  4. Bulk add someone to a job/email or list
    Video: https://youtu.be/td-CswgLJcc 

Loxo People; email

  1. How to bulk email
  2. How to build templates
    Video: https://youtu.be/vK46w46z6tY 

Loxo Job; pipeline

  1. How to move candidates through the pipeline
  2. How to submit a candidate to your client
  3. How to make a placement
  4. How to bulk email
  5. How to close out a job
    Video: https://youtu.be/jzcU4zJaTC8 
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