Introduction to Autopilot

Autopilot is a shared workspace for managing vehicle sales at your dealership. It keeps deal information, customer and vehicle details, tasks and sales performance together.

Salespeople use it to keep track of their deals and follow-up work. Sales managers use it to review deals, handle approvals and track the team’s progress against targets.

Keeping deals moving

Each deal record brings together the information recorded for a sale, its progress and associated tasks.

The Sales Log gives you a table view of deals. The Pipeline gives you another way to review their progress.

For example, ahead of an expected delivery, you can review the deal’s recorded details and check its associated tasks to see what still needs attention.

For salespeople

You can use Autopilot to:

• Record and update customer, vehicle and deal details.
• Track deal progress and expected delivery dates.
• Manage tasks and follow-ups.
• Review your targets and sales performance.

For sales managers

You can use Autopilot to:

• Review deals and handle approvals.
• Monitor deal progress and upcoming deliveries.
• Review team targets and performance.
• Use reports to examine sales activity and results.

These views help you prepare for conversations with the team about outstanding work, expected deliveries and progress through the month.

Finding your way around

• Home: an overview of dealership activity.
• Sales Log: a table of deals, with filters and saved views. Drafts holds deal write-ups while they are being prepared.
• Pipeline and Tasks: for reviewing deal progress and managing follow-up work.
• Customers: customer records connected to your dealership’s deals.
• Performance: Targets, Leaderboard and Reports, for reviewing goals and results.

Your dealership’s setup and your permissions determine what you can see and do. Access to financial details, other people’s deals and approvals may differ between team members.

Getting started

Onboarding will introduce your dealership’s workspace and the workflows relevant to your role, including how your team records deals, handles approvals and keeps information current.

Keep deal details, dates and tasks up to date so colleagues can rely on the information they see.

Supporting guides cover individual tasks, such as managing account security, updating your details and working with deals.