This webinar is a new-user focused training that covers the basics and more in the most up-to-date (3.0) YGL platform.
We are breaking segments down into 30 minute sections to better learn how to use YGL.
The schedule goes as follows:
Tuesdays (11 AM CT):
How to add a lead
How to enter tasks
Adding group email and mail tasks
How to use Lead Search and Task Search
How to move in a resident
Wednesdays (11 AM CT):
How to create and assign a Referral Source
How to create and manage Inventory
Thursdays (11 AM CT):
How to generate reports.
Exporting to Excel
**Please note that all meeting times are in CST