Productivity
Workflows, documents, adding notes, email notifications, and searching
11 articles
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