LeadSimple

Learn how to upgrade your account to access Autopilot and the direct sync with AppFolio, Buildium, Propertyware, and Rent Manager.

How do I get access to the Autopilot features?

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

Getting Started: Autopilot

Learn how to use property groups in LeadSimple!

Step 1: What are Property Groups?

Learn how to manage property groups manually for PMSync users.

1.1 Adding & Managing Property Groups Manually

Learn how property groups work with our direct integrations

1.2 Auto Sync of Property Groups

Property Groups

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

Step 2: How to Assign Users to Roles Automatically in Processes

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

2.1 Merging Duplicate User Roles

Automatic Role Assignment

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

Step 3: How to Set Custom Default Due Dates for Each Process Type

Default Due Dates

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

Step 4: How to Set a Custom Default Starting Stage for Processes

Default Starting Stages

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

Step 5: Autopilot Rules - Starting Processes Automatically

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

5.1 Recommended Autopilot Process Rules

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

5.2 Auto-Start History

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

Step 6: Automatic "Create Process" Workflow Steps

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

6.1 Recommendations on Auto-starting Processes

Auto-Starting Processes

Learn how to set up an Autopilot rule to run on the last day of the month, regardless of the number of days in the month.

How can I set an Autopilot rule to always run on the last day of the month?

Learn how to set up your AppFolio integration to sync property groups into LeadSimple.

Why aren't my property groups syncing from AppFolio?

Troubleshooting steps to discover why a process wasn't started as expected.

Why Didn't My Autopilot Rule Create a Process for a Specific Property?

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