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Loxo Basics
In the first 1-2 weeks you should be able to:
Name the six ways you can add people to your database (manually, drag and drop, CSV import, resume forwarding address, Chrome Extension, and Loxo Source)
Update your hiring pipeline to track people movements and notes based on your unique workflow
Add custom fields to your people and company grids
Organize your job fields and categories
Understand the basic Boolean operators to search your database
Save email and SMS templates
Know where to find support in Loxo through help articles, video, or chat
Sourcing Expert
In the first 2-3 weeks you should be able to:
Use the different Boolean power operators to search your database
Run a search in Loxo Source based on title, location, and keywords
Add people from Loxo Source to a job, campaign, or list
Create a Loxo AI job and add people to your open projects
Use Loxo Connect to find contact information on a person in Loxo Source, in Loxo, in bulk, and from the Chrome Extension
Marketing Master
In the first 3-4 weeks you should be able to:
Understand the difference between Bulk Emails, Email Automations, and Outreach Campaigns
Name the 6 stages of an Outreach Campaign
Run an A/B test within an Outreach Campaign
Explain how incoming and outgoing calls work in Loxo
Save your voicemail to Loxo if you are receiving calls in the system
Send a form to a candidate or client
Loxo Aficionado
In the first 4-8 weeks you should be able to:
Use Tasks to keep track of your to-do list in Loxo
Track potential Deals through your own custom deals pipeline
Send your client or hiring manager a link to the Client View so they can review your current pipeline
Understand the basic use cases for all the different Loxo Reports
Customize and use your Contracts/Placement report