How to turn on Autopilot for your sales users

This is a how to guide for Power Users and will show you how to turn on the Autopilot feature for your Sales Users.

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Step 1: Control Panel

Click Control Panel.


Step 2: Manage Users and Groups

Click the Manage Users and Groups/ tab.


Step 3: Select Customer

From the list of your users, scroll down and find the one you want to turn Autopilot on for. Once you’ve found them, double-click on them to open their settings.

Note: you can also use the Parent Account bubble to see overall spend for that customer, as opposed to spend for each delivery address separately.


Step 4: Functions Tab

From here, click on the Functions tab.


Step 5: Activate Autopilot

Now, make sure that Autopilot is turned on and, when it is, click the green Update button.

Please Note: if there’s no Autopilot tab , please get in touch with the support team and someone will be happy to turn Autopilot on for your company.


Step 6: Access Autopilot

Now that you’ve updated the user’s settings, Autopilot will be turned on. Double-click the user again and you should now have an additional tab available called Autopilot; click it.


Step 7: Save Filter

There’s only one option in this screen: Enable Schedule. Make sure that this button is ticked to ensure that your users will receive updates based on their call notes.


Step 8: Save Filter

Finally, click the green Update button to complete Autopilot set up for your sales user.


Need additional help?

Drop us an email regarding your query to and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.