Loxo Best Practices

Looking to become a Loxo expert? Use these articles to help customize and fine tune your workflow.

9 articles in this collection
Written by Sarah McCaslin and Alex Dunn

Autofill People Data with forms!

Using our "Record Field" form entries, candidates can fill out forms that will auto-populate into the fields on their profile in Loxo

Written by Alex Dunn
Updated over a week ago

How to increase your email deliverability rate and avoid spam

Written by Sarah McCaslin
Updated over a week ago

Manage your workflow in Loxo

Streamline your workflow in Loxo with this overview.

Written by Sarah McCaslin
Updated over a week ago

How to organize and prioritize your jobs

A easy way to build structure with your jobs is to take advantage of our job customization options #tags #status #type #jobs #customize

Written by Sarah McCaslin
Updated over a week ago

How to keep Loxo running smoothly on your computer

Written by Sarah McCaslin
Updated over a week ago

Client/CRM Best Practices

How to best manage the business development or sales side of your company in Loxo. #deals #CRM #client #sales

Written by Sarah McCaslin
Updated over a week ago

Formatting Best Practice

Check out tips to help resolve strange spacing and formatting in emails and job descriptions

Written by Sarah McCaslin
Updated over a week ago

Email Templates

Examples of email templates you can use in Loxo #email #templates

Written by Sarah McCaslin
Updated over a week ago

Save your searches in Loxo

Save time by using the bookmark tool on Chrome to access frequently used searches

Written by Sarah McCaslin
Updated over a week ago