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Mastering Sales Liger: Setting Up Your Business to Succeed With Sales Liger



Welcome to our in-depth tutorial on mastering Sales Liger, the ultimate door-to-door tracking software designed to streamline your sales operations. In this blog post, we’ll guide you through the essential steps of setting up digital contracts and linked calendars, ensuring your team operates at peak efficiency.


Your Door-to-Door Team: The Core of Your Operations

At the heart of Sales Liger is your door-to-door team, visible on the area list and map page. This is where all your sales activities are tracked and managed. The seamless integration of your prospects, linked calendars, and digital contracts is key to keeping your team organized and effective.


Setting Up Digital Contracts

Digital contracts are crucial for your door-to-door team, allowing you to quickly close deals and keep accurate records. Here’s how you set them up:

  1. Access Your Profile: Click on your profile to enter the setup area.

  2. Manage Contracts: In the profile section, you can add, edit, or delete contracts. This is where the magic happens.

  3. Add a Contract:

  • Enter the client’s name on the left and your company name on the right.

  • Fill in the contract details, such as service description and value.

  • Click “Submit” to save the contract.

Example:

  • Client: Kip's Place

  • Service: Monthly Lawn Care Service

  • Details: “Only a trim, not a whack.”

  • Value: $40 per month

Once submitted, the contract is saved and ready for digital signing.


Signing Contracts on the Go

  1. Select a Prospect: Choose a prospect from your map or list.

  2. Assign a Contract: Click “Yes” to sign a contract and select the appropriate one.

  3. Fill in Details: Enter the service value and any additional notes.

  4. Sign the Document: Complete the signing process to finalize the contract.


Linked Calendars: Scheduling Appointments Made Easy

Linked calendars keep your team on track with appointments and follow-ups. Here’s how to set them up:

  1. Access Linked Calendars: Navigate to the calendar section from your dashboard.

  2. Set Up Appointments: Choose a team member and select an available time slot.

  3. Add Appointments: Confirm the appointment to add it to the team member’s calendar.


Dashboard Overview: Your Command Center

Your dashboard is the control hub, offering a comprehensive view of your operations:

  • Company Profile: Ensure this is set up first to link your app users.

  • Event Calendar: View and manage all team appointments.

  • Prospect and Client Management: Toggle between list and map views to track your prospects.


Advanced Features: Maximizing Efficiency

Managing Prospects

  • List View and Map View: Switch between views to see all your prospects.

  • Adding Prospects: Easily add new prospects manually or via the app.


Creating Service Routes

  1. Select Prospects: Choose prospects from your list or map.

  2. Add to Folder: Group selected prospects into a folder, such as “Sold.”

  3. Create Routes: Use the route feature to optimize and plan service routes.

Example:

  • Route Name: Kip’s Lawn Service

  • Start/End Location: Office

  • Optimize and save the route for efficient service delivery.


In-App Features

Your app mirrors the web dashboard, providing real-time tracking and updates. Team members can check in and out of service locations, ensuring accurate progress tracking.


Conclusion

Sales Liger is designed to simplify your door-to-door sales process, making it easy to manage contracts, schedules, and prospects. By following this guide, your team can operate more efficiently, closing deals faster and keeping customers satisfied.

For further assistance, use the chat feature on our website or call us at 661-341-0570. Thank you for choosing Sales Liger!

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