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Getting Started
Getting Started
Learn how to use Loxo
16 articles in this collection
Written by
Sarah McCaslin
Data Mapping
Mapping over data during your data migration is an important part to help the Loxo team bring over your data #datamigration
Written by
Sarah McCaslin
Updated over a week ago
Onboarding Checklist
Use our onboarding checklist to manage getting started with Loxo!
Written by
Sarah McCaslin
Updated over a week ago
Training - Join our daily live training webinars!
Join our daily trainings to get a refresher on Loxo, learn about new features and ask questions! #training #webinar #video
Written by
Sarah McCaslin
Updated over a week ago
Loxo Training 101
Learn account setup best practices, adding people, adding jobs, adding companies, Loxo Source, and Loxo AI. #training
Written by
Sarah McCaslin
Updated over a week ago
Loxo Training 102
Learn about Loxo Outreach Campaigns, Bulk Emailing, Bulk Texting, Automated Emails, Deals, and Tasks. #advanced
Written by
Sarah McCaslin
Updated over a week ago
Adding Companies
#companies #clients #prospects #company
Written by
Sarah McCaslin
Updated over a week ago
How do I add a candidate or contact to Loxo?
There are five ways to create a person record in Loxo
Written by
Sarah McCaslin
Updated over a week ago
How do I add a candidate to a job?
You've identified a great match, now what?
Written by
Sarah McCaslin
Updated over a week ago
How do I add a person to a company record?
Steps to attach a candidate or contact to a company already in Loxo
Written by
Sarah McCaslin
Updated over a week ago
Your Loxo Job Listing Website
Integrate this page with your website, add it to your signature or post it on social media to get traction on your open roles.
Written by
Sarah McCaslin
Updated over a week ago
Tasks 101
Learn how to manage your day-to-day through Tasks #calendar #followups #reminders
Written by
Sarah McCaslin
Updated over a week ago
Freemium Plan
Learn all about our new Freemium plan #freemium #plan #loxofreemium
Written by
Sarah McCaslin
Updated over a week ago
Product breakdown to learn the basics of Loxo
Product breakdown to learn the basics of Loxo. #training #onboarding #newuser
Written by
Sarah McCaslin
Updated over a week ago
How do I use the Loxo Chrome Extension?
Use the Loxo extension to flexibly input people directly into the various data fields, making it faster and easier for you to do your job.
Written by
Sarah McCaslin
Updated over a week ago
How do I submit a candidate to my client?
Found the best candidate for the job? Here are the steps you can take to submit that candidate to the hiring manager in Loxo.
Written by
Sarah McCaslin
Updated over a week ago
Deals 101
Create a pipeline within Loxo's Deals to manage your entires sales process from beginning to end #businessdevelopment #sales #deals
Written by
Sarah McCaslin
Updated over a week ago