Ready to get started with Autopilot? This feature set gives you access to the following features. Once you have access, you will want to set them up in this order:

Step 1: Property Groups

Step 2: Team auto-assignment based on property group

Step 3: Customizable default due dates

Step 4: Customizable default starting stages

Step 5: Auto-starting process rules

Step 6: Auto "Create Process" workflow steps

See below for how to get access to these features, based on your current plan.

Not sure which plan you're on? Go to the Billing page under Settings in the lefthand sidebar in LeadSimple.

If you are part of an Enterprise, you will need to contact your enterprise admin to update your plan.

Once you've upgraded you plan, you can get started with setting up your Property Groups!

If you are on our Operations plan (either created your account or upgraded after January 1, 2023), you already have access! You can get started with setting up your Property Groups.

Go to the Billings page under Settings in the sidebar and click "change plan" in the top right.

Then click "Choose this plan" under the Operations plan.

Once you've upgraded you plan, you can get started with setting up your Property Groups!

If you are on a CRM plan, you can contact sales to schedule a discovery call, get a demo of operations, and create your customized onboarding plan.

Once you've upgraded you plan, you can go through the help series to get set up (start with setting up your Property Groups!)