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Smart Lists in Xero

Self-paced learning
Launch course

1 Advisor credit

Free

6 MINUTES

Learning objectives

In this course, you'll learn how to build and edit Smart Lists to get the right customer information you need to make better decisions.

Course outline

    This video focuses on building, editing and saving Smart Lists so you have at your fingertips the customer information you need for your business.

Topics covered

  • Contacts

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