When a new lead completes a XILO form that lead appears on the XILO prospect table, and the information provided on that XILO form is now available for agents to view at anytime.

Here is how to view client information:

  1. Log in to your XILO account to access your XILO platform.

  2. Move your cursor to the left hand side to access the Navigation Menu.

  3. Select the "Prospect" icon

  4. Locate the client's information you want to view, and click the Prospect Name (Left - Table View/Right - Kanban View)


This will direct you to the View Prospect Page where you can review all of the information tied to that entry.

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