LeadSimple

Learn how to upgrade your account to access Autopilot and the direct sync with AppFolio.

How do I get access to the Autopilot features?

How to get started with property groups, auto-assignment, default due dates & starting stages, and autopilot rules

Learn how to use property groups in LeadSimple!

Learn how to manage property groups manually for Buildium and PMSync users.

Learn how property groups work with the direct integration with AppFolio

Learn how to set up auto assignment of roles based on property group

Learn how to merge your duplicate user roles with the new user roles features.

Learn how to set a default due date (i.e. 30 days from start of process) for each of your process types.

Learn how to select a custom default starting stage for each process type.

Learn how to set up rules to have your processes start automatically

Get a list of our recommended autopilot process rules to set up for each process type.

Learn how to review and troubleshoot why processes were or were not auto-started, as well as

Learn more about how to automate "start process" steps in workflows.

Learn the best approach to auto-start each type of process.

Find answers and get help from Intercom Support and Community Experts