Smart Lists - the detailed tour
In this session Evan Hall from the Xero education team provides a detailed tour of the Smart Lists feature. You'll learn how it's easy to assemble customized lists of your existing customers based on their buying behaviour, invoice amounts and location. Then see how you can use this information to create targeted marketing campaigns so you don't miss out on recurring sales.
Choose from handy preset searches, such as customers with overdue payments, to help you stay on top of cashflow. You can even focus on a particular city or state for a regionalised marketing campaign. Any searches you create or modify can be saved for future use.
The lists can be added to a new or existing contact group in Xero to keep your contacts organized, and enable you to invoice that entire contact group in one swoop.
Xero makes it easy to unlock the power of your customer data to add business value, improve cashflow and increase revenue.
Learn more about Smart Lists in Xero: xero.com/accounting-software/smart-lists/