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Loxo Basics
In the first 1-2 weeks you should be able to:
- Name the 6 ways you can add people to your database (manually, drag and drop, CSV import, resume forwarding address, Chrome Extension, and Loxo Source)
- Update you hiring pipeline to track people movements and notes based on your unique workflow style
- Add custom fields to your people and company grids
- Organize your job fields and categories
- Understand the basic Boolean operators to search your database by
- 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 you can search your database by
- Run a search in Loxo Source based on title, location, and key words
- 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 for them to complete
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