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:
Access Your Profile: Click on your profile to enter the setup area.
Manage Contracts: In the profile section, you can add, edit, or delete contracts. This is where the magic happens.
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
Select a Prospect: Choose a prospect from your map or list.
Assign a Contract: Click “Yes” to sign a contract and select the appropriate one.
Fill in Details: Enter the service value and any additional notes.
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:
Access Linked Calendars: Navigate to the calendar section from your dashboard.
Set Up Appointments: Choose a team member and select an available time slot.
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
Select Prospects: Choose prospects from your list or map.
Add to Folder: Group selected prospects into a folder, such as “Sold.”
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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