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