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NEO Tutorials

Make NEO work for you!

These tutorials will teach you how to use NEO functionalities. When you like to learn how to boost your email efficiency, please check out our Online Email Training.

NEO Quick Start

The fastest way to get you going with NEO Pro.

NEO Overview

NEO Primer - duration 8:52

  • Clearing the productivity bottleneck
  • See messages in the ways you think of them
  • Automatic folder creation
  • Active Mail
  • Hot View
  • Filter Bar
  • PowerSearch
  • Outlook integration
  • Unified Message Stores

NEO Workspace - duration 5:18

  • NEO View Tabs
  • Using Find bar within folder windows
  • Re-organizing tabs and windows
  • Reading pane

Using NEO’s TABS

Hot - duration 5:22

  • Prioritizing email
  • Top level folders - Current & Dormant
  • Automatic classification
  • Customize Current & Dormant
  • Navigation

Correspondent - duration 7:32

  • Correspondent folders
  • Group folders
  • Folder classification
  • New, Current & Dormant
  • List pane - all SENT and RECEIVED email
  • Jump to Correspondent
  • Finding Correspondents fast
  • Renaming Correspondent folders
  • Combining Correspondents
  • Folder list organizing

Bulk Mail - duration 8:00

  • Manage subscription mail
  • Unsorted Bulk Mail
  • Creating Bulk Mail folders
  • Viewing Bulk Mail in Active Mail option
  • Making Bulk Mail folders hot
  • New, Current & Dormant
  • Creating folder groups

Category - duration 8:44

  • How NEO Pro categories are different
  • Category folders
  • New, Current and Dormant - top level folders
  • Creating & removing category folders
  • Moving category folders
  • Creating category group folders
  • Adding categories to messages
  • Editing categories
  • Combining categories
  • Master & user-defined categories

Status – duration 1:33

  • Active Mail
  • To Do
  • Flagged
  • Kept
  • Unread

Date - duration 1:23

  • Automatic folder creation
  • Accessing old messages

Attachment – duration 1:28

Searchduration 7:29

  • Word Indexing
  • Keyword searching
  • Search within folders
  • Combine Filter Bar
  • Saved Searches

Other Key Features

Unified Message Stores - duration 3:54

  • How it works
  • Message store definitions
  • Adding & removing message stores

Active Mail - duration 4:38

  • NEO’s Inbox
  • Refreshing difference
  • Removing messages
  • Moving messages to Outlook folders
  • Working with "To Do" folder
  • Viewing older mail

Filter Toolbar - duration 9:25

  • Instant global filtering
  • Show only relevant messages
  • Filter by Class, status, recipient, sent/received & Age
  • Combine with search feature

Group Folders - duration 5:20

  • Better folder tree organization
  • Creating & editing
  • Moving group folders

Automatic Folder Organization - duration 3:32

  • New, Current & Dormant top-level folders
  • Auto-moving folders
  • Configuring top-level folders
  • Manually moving folders

To Do Manager - duration 1:45

  • To Do settings
  • Prioritizing

Search for Conversation - duration 1:36

  • Track email conversations
  • Save & refresh threads
  • Make email threads hot


"... the best thing to happen to e-mail since Outlook itself."
- Don Labriola

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