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Smart Lists in Xero

Video learning



Learning objectives

  • Learn how to use Smart Lists to analyse the data in Xero and gain valuable insights into your customer activity
  • Use this activity for proactive marketing campaigns, integrate with Constant Contact for a fully automated solution
  • Create your own bespoke queries or use Xero's default selection

    Course outline

      A quick look around Smart Lists in Xero. Take a look at how you can build & edit criteria in order to analyse your clients customers, helping identify trends and provide great business advice.

    Topics covered

    • Reporting
    • Contacts
    • Apps

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