2:58 Browse Intakes How to use Browse Intake to find, sort, and review all your firms current and past Intakes.
4:15 Bulk Import You can now bulk import Intakes, Cases, or Contacts from a CSV file into your Neos system quickly...
7:11 Checklist Triggers & Actions With the new Intake Pro feature Checklist Triggers & Actions, you can fully automate client...
8:05 Document & Communication Workflows Needles Neos’ Intake Pro now let’s you generate the most important Intake related...
7:00 Dynamic Intake The new Dynamic Intake feature allows you to build custom Intake forms that adapt to your staff on...
6:32 Entering a New Intake The new Needles Neos Intake functionality allows for fast efficient data entry into fully...
6:18 Intake Layout Manager A basic run through of how the new Intake Layout Manager functions, including Field selection and...
4:15 Intake Stage & Status Stage & Status help you track the progression of your Intake inventory; and with Intake Pro you...
4:59 Marketing Campaigns With the new Intake Pro features available in Needles Neos, you can now easily track dollars spent...
56:40 Neos Pro – Intake Webinar (previously recorded) Bryan Billig and Justin Steele walk though all the great new Intake functionality of Neos Pro;...
2:01 Required Fields Needles Neos’ Intake Pro now lets you choose which fields on your custom Intake forms are...
10:05 Zapier Integration As part of Neos Pro, you can now connect thousands of web apps to your Intake system via Zapier...
