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Loxo Best Practices
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
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
Sarah McCaslin
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