Loxo Power Calling is a suite of features designed to maximize productivity by centralizing your phone communication into your Talent Intelligence database. You can start by using your Call Queue to create a "To-Do List" of calls.
Build Your Call Queue
The Loxo Call Queue lets you speed through your daily calls without missing a step. The Call Queue is similar to a list and allows you to track who you've called and who you still need to call - whether you're working on business development or recruiting candidates.
You can add one person or company, or bulk add people and companies to your Call Queue.
Reorganize your Call Queue by dragging and dropping the people in your queue.
Follow the instructions below to add contacts to your call queue.
Select the person or people you would like to call on your People page.
Alternatively, select the company or companies you would like to reach out to on your Companies page.Click on the "+Add to..." button in the top right corner.
Select the "+Add to Call Queue" option from the menu.
Keep your Call Queue updated by dragging and dropping those in your queue in whatever order you would like, at any time.
That's it! You just added people and/or companies to your Call Queue! You can access this at any time by clicking More on the navigation bar and then Call Queue at the top of the flyout.
Do note, however, these calls will not log on your synced calendar for reminders. If you want a call to be recorded on your synced calendar, you will want to utilize the "Schedule Meeting" or "Schedule Interview" option from within a person's profile, or use a Task Reminder.
When someone has been added to your Call Queue via an Outreach Campaign, they will not move forward in your Campaign until they have been removed from your Call Queue (unless the Call Queue stage is marked as "Optional" in the Campaign setup). Even if you call the person from the Call Queue, they won't be able to progress in the Campaign until they are removed from - or fully checked off of - your Call Queue list.
Once a person has been added to your Call Queue, you'll have the ability to set a date & time for your next call, should you need to set any additional follow-up calls in the future. There will also be a flag to update that person's "Status" in your Call Queue, such as "Wrong Number" or "Not Available."
How to Manage and Update the Call Queue in Loxo
Efficient management of the call queue is crucial for smooth operations. This feature allows users to update contact statuses and ensure an organized outreach effort.
To access your call queue, click on the three dots at the bottom of the icons on the navigation bar. Before clicking, you will see a blue number next to the three dots - this is how many calls are due in your call queue:
Click the three dots and your call queue will be at the top of the flyout:
Once you've completed a call to a person, with no future calls on the radar, you can mark them off your "To Do List" by clicking the red X on the right-hand side of the queue.
Making a call from your Call Queue or updating a person's status will not automatically remove them from the Call Queue or move them forward in a Campaign (for Call Queue stages that are NOT optional). To manually mark a call as complete, locate the call entry in your call queue, click on the Flag icon next to it, and select the appropriate outcome (e.g., Completed, Not Interested) from the dropdown menu. This ensures accurate tracking of your outreach efforts. If a contact was removed from the call queue accidentally, navigate to their profile in Loxo. Click the Add to button and select the option to add them back to the call queue to continue engaging with them.
Find Your Loxo Phone Number
You'll need to have admin access to view the phone number associated with your Loxo account. This number is the Twilio number that is connected as your account's Agency Line. Note, this is not a personal number. It is connected at the account level. If you aren't sure about individual user number assignments, you can send test messages to your device or reach out to Loxo Support for confirmation.
Follow the steps below to look up your Loxo Agency Line phone number.
Go to Settings > General.
Under the "Agency Info" section, find the Phone Number associated with your account.
Note: if your Loxo account is integrated with RingCentral or RingOver this information will not be available under Settings > General. For RingCentral users, you can navigate to Settings > My Phone to review Personal and Agency line setup. For RingOver users, calls are completed directly in your VOIP app, where you should see the number associated with your account.
Make a Call
On a person's flyover, click on the phone icon to select a phone number or click one of the phone numbers on the right-hand side under Details.
Then click on the next phone icon, to the right of the phone number:
A call window will show up in the bottom right corner of your screen. You can utilize in-app calling for both our RingCentral and Twilio integrations. If you use RingOver, you will be redirected to their app to complete the call.
For in-app calls, you can use the paper icon located above your Microphone/Mute button to open up a notes field for taking notes during your call! You can even close a person's profile and still be able to see your Active Call and notes while moving throughout the rest of your Loxo database.
To record a call, click on the three dots to the right of the timing, then select Start Recording.
At the end of the call, click on the red "End Call" button, and any recording that you saved will show up on the person's Activity Stream with the Call Event, along with any notes you entered.