Loxo

Organize and group people records with Lists

Use Lists to Organize Records in Loxo

Merging duplicate records in Loxo is quick and easy

Managing Duplicates in Loxo

Block specific company contacts or candidates from receiving further communications

Block Clients or Candidates from Receiving Communication

Filter by Zip or Postal Codes and apply a distance radius for candidates and clients

Search by a Person's Zip or Postal Code

Export data from your Loxo database to a CSV file

Export People and Company Records from Loxo

Learn how to customize Forms, share Forms with your team in Loxo, and send Forms to candidates or clients

Create and Send Forms

Track basic email metrics like Opens, Clicks, and Downloads in Loxo

Tracking Sent Emails

Learn basic Boolean and search techniques to use within your own database, as well as Loxo Source

Boolean Basics

Utilize the precision and control of a Boolean search within your own database

Boolean Within Your Database

Learn more about utilizing full Boolean strings to build comprehensive searches in Loxo Source

Boolean Within Loxo Source

Learn how to manage your day-to-day responsibilities using Tasks in Loxo

Use Task Boards in Loxo

Create new tasks for personal reminders or assign a task to other team members

Add a Task in Loxo

Use Loxo Forms to include detailed and customizable questions for Careers Page Applications

Customize Job Application Questions

Check out tips to ensure proper text formatting for things like emails and job descriptions

Formatting Proven Practices in Loxo

The living database - always awake, always updating, so you don’t have to.

Loxo's Self-Updating CRM Agent

Using "Record Field" questions, candidates can fill out forms that will automatically update the fields on their profile in Loxo

Use Forms to Update People's Data

Remove a person or company you no longer need in your Loxo database

Delete a Person or Company Record

Create and share a branded resume, including only the information you choose to present

Generate Custom Branded Resumes

Keep track of people's opt-in consent for SMS outreach

Track SMS Consent in Loxo

Make bulk changes to people's information in your Loxo database

Make Bulk Changes to Your People Profiles

For teams that enable GDPR in Loxo, learn how to find GDPR requests

Manage GDPR in Loxo

Learn how to attach a candidate or contact to a company already in Loxo

Add a Person to a Company Record

Use source codes to track where candidates come from when posting Loxo Jobs on your site and through integrations

Track Candidate Sources via Source Codes

Use Loxo Credits to fetch contact information for one or many people

Find Contact Information with Loxo Credits

Say hello to instant clarity. Loxo now lets you track fresh activity and workflow movement in a snap with our new Recent Activity and Recent Workflow Stages filters.

The Activity and Workflow Stages Filters

Keep your data organized and easy to find

Manage Data

Webinar Trainings

Schedule a Demo

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Join the Loxo Community

Product Releases & Updates

Find answers and get help from Intercom Support and Community Experts

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