Which action can you take after creating a client record?

Creating a client record in Xero opens up new possibilities for managing your account relationships effectively. One of the key actions you can take after establishing a client record is creating a Xero organization for that client. This enables you to set up a separate accounting structure tailored to the client's specific needs, allowing for efficient financial management and reporting.

Establishing a new organization ensures that all financial transactions and records pertinent to the client can be organized and tracked appropriately, fostering a more streamlined workflow. This is particularly beneficial for accountants or service providers who manage multiple clients, as each client's financial data can be segregated and handled within their respective Xero organization.

The other options pertain to different functionalities that either might not directly link to the immediate benefits after creating a client record or may require additional steps or permissions not inherent to just creating a client record. For instance, viewing pending invoices typically demands prior invoicing activity. Deleting a client record usually requires specific permissions and a solid understanding of data management protocols, while sending marketing emails generally involves a separate process tied to email marketing tools or integrations.