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Smart Lists in Xero

Video learning



Learning objectives

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

Course outline

    • Build and edit Smart Lists

    Pre-course preparations

    There is no pre-course preparation required.

    Topics covered

    • Contacts

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