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
• How to Perform a Batch Task Update
• How to Create Group Tasks

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 tutorial
• ★ Troubleshooting Password Reset Tutorial
• How Do I Login To YGL?
• 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
• Click and Drag Tasks in the Calendar
• How to Reopen a Lead
• Appointments versus All Day Tasks

Using Filters in YGL

• ★ How To Use Lead Filters in 3.0
• How To Filter by All Leads in a Certain Date Range

Corporate Users

Reporting

• ★ New Reports - Key Metrics

Managing Users - Tutorials

• ★ How to manage your user's community access in YGL
• ★ How to add a new user and manage existing users in my account

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 perform a "hard refresh" to download the latest version of the site.
• 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 3.0 Update 10-31-17
• YGL 3.0 What's Coming Next?
• YGL-TV YouTube Channel

YGL-How Tos & Instructional Docs

Leads

• ★ NEW Strategic Sales Notes
• ★ NEW! How Do I Merge Duplicate Leads?
• How Do I Add/Remove A Lead to My YGL Favorites?
• How Do I Move In a Lead?
• How do I Move Out a Lead?
• What Is The Criteria For Determining Duplicate Leads?

See all 15 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

• Categorizing Unknown Or Unassigned Lead Sources -- Best Practices
• How Do I Add/Delete/Manage My Lead Sources?

Inventory & Occupancy

• Why Isn't My Inventory Matching Up with my Residents?
• How Do I Delete An Apartment Unit In My Inventory?

Reports

• Create a Simple Pivot Table in Excel To Analyze Report Data
• Comprehensive YGL Reports List with Screenshots
• Conversion Rate Report Analysis Dates
• Description of All Reports
• My Marketing Dashboard lists "Unknown" in My Unit Type Table, what does that mean?
• Can I Customize Reports?

See all 7 articles

Central In-Take

• All About Central In-Take

Miscellaneous YGL

• ★ Data Extract Request Form
• What Areas of YGL Can Be Customized?
• 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

See all 8 articles

Privacy Policy

• A Place For Mom Privacy Policy - Updated February 2014

Additional Products/Services

YGL Additional Products & Services

• Data Upload - $350/property

Billing

YGL Billing

• YGL Payment Portal & Information