Getting Started

Learn how to use Loxo

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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
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Written by Sarah McCaslin
Updated over a week ago

Onboarding Checklist

Use our onboarding checklist to manage getting started with Loxo!
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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
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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
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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
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Written by Sarah McCaslin
Updated over a week ago

Adding Companies

#companies #clients #prospects #company
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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
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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?
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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
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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.
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Written by Sarah McCaslin
Updated over a week ago

Tasks 101

Learn how to manage your day-to-day through Tasks #calendar #followups #reminders
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Written by Sarah McCaslin
Updated this week

Freemium Plan

Learn all about our new Freemium plan #freemium #plan #loxofreemium
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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
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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.
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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.
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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
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Written by Sarah McCaslin
Updated over a week ago