Create a dealership

A starting guide for the person setting up a new dealership workspace.

Use this guide if you’re setting up a new dealership workspace. If your dealership already uses Autopilot and you’re joining its team, follow Getting started using your invitation instead.

Before you begin

Have your dealership’s legal name and trading name available, along with the regional settings and sales channels your team will use. You’ll also need the email addresses of any team members you want to invite during setup.

Start dealership setup

Sign in to Autopilot. From Your workspaces, select Create a dealership. If you already have access to another dealership, the option is Create another dealership.

Follow the setup screens to:

  1. Add your phone number if requested and review the legal documents and acknowledgements.
  2. Enter your Dealership name and trading name.
  3. Review your country, dates, time zone and tax settings at Set your region.
  4. Set up dealership branding and sales channels.
  5. Invite your team. You can choose Skip — I’ll invite people later to continue without sending invitations during setup.
  6. Review alert settings and choose whether you personally sell deals.
  7. Review the explanation of how deals flow and complete setup.

Team members invited to your dealership follow their own account onboarding. Share Getting started with them.