YGL Training Center

Leads Self-Guided Trainings

• How To Create a New Lead
• How to Use Filters and Save Filter Sets

Tasks Self-guided trainings

• How to Create Tasks for Leads and Sources

Sources Self-Guided Trainings

• How to Add a New Source
• How to Add an Advertising and Event Source

YGL Inventory and Occupancy

• Adding Units and Moving In Residents
• Deleting Unwanted Units and Updating Resident's Unit
• How to Move in a Lead

Full - Length YGL Training Options

• ★ YGL Recorded Training Session-View Now!
• LIVE Training Sessions - Register Now!

New User Help

• ★ How to set your YGL Password
• ★ Password Reset Tutorial
• How Do I Reset my Password?
• YGL The Basics
• FAQ

Quick Tutorial Videos

YGL Tasking and Calendar

• ★ Edit a Task In-line in Activity
• How to Customize the Homepage
• How to Set a Default Community for the YGL Homepage
• How to Reopen a Lead

Using Filters in YGL

• How To Filter by All Leads in a Certain Date Range

Corporate Users

Managing Users - Tutorials

• ★ How to manage your user's community access in YGL

Corporate User Help Documentation

• How Do I Reassign Leads/Tasks to another User?
• How Do I Update My Regions or Divisions in YGL As A Corporate User?
• Create, Deactivating, or Managing YGL Users As Corporate User
• How Do I Designate A User to Receive All APFM Auto-populated Leads into YGL?

System Performance Tips

Tips to Enhance Website Performance

• How To Clear Cache, Cookies and Browsing History

YGL Integrations

Applications

• YGL + Zapier
• YGL's Web Application Integrations

YGL Third-Party Integrations

• YGL's Integration with SeniorInsight Care Plan Solutions
• YGL and Medtelligent's ALIS Care Plan Integration

YGL-TV

Welcome to YGL-TV

• ★ Experience The New 3.0 Dashboard

YGL-How Tos & Instructional Docs

Release Notes

• ★ 2024.1 Release Notes
• 2023 Release Notes

Leads

• ★ Strategic Sales Notes
• ★ How Do I Merge Duplicate Leads?
• How Do I Add/Remove A Lead to My YGL Favorites?
• What Is The Criteria For Determining Duplicate Leads?
• I Am Missing Leads
• Notes Do Not Display Correctly in YGL

See all 11 articles

Tasks

• How do I add images to tasks or notes?
• How Do I Import my Tasks Calendar into My Email Calendar?
• Wait List
• How Do I Use the Owner Column?

Lead Sources

• How Do I Add/Delete/Manage My Lead Sources?

Inventory & Occupancy

• How Do I Delete An Apartment Unit In My Inventory?

Reports

• Create a Simple Pivot Table in Excel To Analyze Report Data

Miscellaneous YGL

• I Am Having Problems Printing In YGL
• How Do I Update Or Change My Lead Routing or Referrals?
• How Do I Update An Out Of Date Web-Browser?
• Issues With Codec on Windows Media Player When Watching Self-Guided YGL Video Tutorial
• What Major Operating Systems Are Supported By YGL?
• Canceling YGL Services

Privacy Policy

• A Place For Mom Privacy Policy - Updated February 2014

Additional Products/Services

YGL Additional Products & Services

• ★ 2024.2 Release Notes