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Smart Lists in Xero

Video learning



Learning objectives

Smart Lists help enhance business decision making by filtering Contacts based on multiple criteria. Check out this quick top to bottom tour of how to build and edit Smart Lists, giving an unparalleled view into your clients' customer data.

Course outline

    • Build and edit Smart Lists

    Pre-course preparations

    Prior to watching this video series, we recommend you check out the 'Xero Essentials' course.

    Topics covered

    • Contacts

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