Prefer to print and check off your items? Download our printable version here.

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:


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

Did this answer your question?