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