Productivity

Workflows, documents, adding notes, email notifications, and searching

11 articles in this collection
Written by Brooke Turcotte

How To: Download Clients as a CSV

Download all of your clients as a CSV (i.e. excel or table) sheet containing all the data of the client.

Written by Brooke Turcotte
Updated over a week ago

Creating a QR Code

Create a QR code to access your XILO Forms.

Written by Brooke Turcotte
Updated over a week ago

Using XILO with Facebook ads

Learn more about using XILO forms to capture leads.

Written by Brooke Turcotte
Updated over a week ago

Customer Forms Overview

Below we'll explain the basics of the XILO Customer Forms.

Written by Brooke Turcotte
Updated over a week ago

The Prospects Page

Written by Brooke Turcotte
Updated over a week ago

XILO Workflow Use Cases

Written by Brooke Turcotte
Updated over a week ago

New View Prospect Page

Written by Brooke Turcotte
Updated over a week ago

How to export prospect data as a PDF from XILO

Written by Brooke Turcotte
Updated over a week ago

Home Data Pull

Written by Brooke Turcotte
Updated over a week ago

How to view an uploaded file on XILO

Written by Brooke Turcotte
Updated over a week ago

How to duplicate a form on XILO

Written by Brooke Turcotte
Updated over a week ago