Manage Data
Keep your data organized and easy to find
26 articles
- Ask Loxo - Loxo AI Chat
- Loxo's Self-Updating CRM Agent
- Find Contact Information with Loxo Credits
- Boolean Basics
- Boolean Within Your Database
- Boolean Within Loxo Source
- Use Lists to Organize Records in Loxo
- Managing Duplicates in Loxo
- Block Clients or Candidates from Receiving Communication
- Search by a Person's Zip or Postal Code
- Export People and Company Records from Loxo
- Create and Send Forms
- Tracking Sent Emails
- Use Task Boards in Loxo
- Add a Task in Loxo
- Customize Job Application Questions
- Formatting Proven Practices in Loxo
- Use Forms to Update People's Data
- Delete a Person or Company Record
- Generate Custom Branded Resumes
- Track SMS Consent in Loxo
- Make Bulk Changes to Your People Profiles
- Manage GDPR in Loxo
- Add a Person to a Company Record
- Track Candidate Sources via Source Codes
- The Activity and Workflow Stages Filters