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Getting Started

Getting Started

Everything you need to know to get started with XILO

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8 articles in this collection
Written by Brooke Turcotte
Quick Start

View Prospects in XILO

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Written by Brooke Turcotte
Updated over a week ago

Intake Forms: Best Practices & Guide

Overview of how to use a XILO intake form
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Written by Brooke Turcotte
Updated over a week ago

Using Customer Forms to Capture Prospects

Capture and receive notifications of prospects using an embedded form.
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Written by Brooke Turcotte
Updated over a week ago

XILO Lifecycles

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Written by Brooke Turcotte
Updated over a week ago
Forms: Settings & Usage

Customizing XILO Form Settings

General overview of settings that can be adjusted within your XILO forms.
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Written by Brooke Turcotte
Updated over a week ago

Embed XILO Forms On Website

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Written by Brooke Turcotte
Updated over a week ago

Share a Form: Creating Form Links

Sending forms to prospective customers, agents, and referral partners.
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Written by Brooke Turcotte
Updated over a week ago

Using the Form Selection Page

Easily display all your forms on one page using a link for sharing or embedding directly on your website.
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Written by Brooke Turcotte
Updated over a week ago