How do I set up a new user account?
Your system administrators should be able to set up new user accounts. If they need any assistance setting up the account or defining the relevant permissions, please ask them to contact the Helpdesk team for support.
I can't log in because my account is locked?
If your account has been locked and you are unable to log in, contact your local/system administrator who will be able to unlock your account. You should receive an email identifying your system administrators.
You can also use the 'Forgot your password?' link to update your password and unlock your own account.
I can't log in because my licence limit has been reached?
Another user on your system will need to log out for you to be able to log into Agency Pilot CRM if all your concurrent licences are in use.
If you need to adjust your licence limit, please contact your account manager to enquire about additional user licences, or call 0114 349 1294.
How do I set up my Home screen panels?
You can choose which panels you see on your Homepage by going to the Homepage section of your Settings page. You can then define the layout of these panels by going to the Homepage and clicking on Unlock Panels. With the panels unlocked, you will be able to change the layout of the columns on the page, drag and drop the panels into the position you want them, and even adjust the heights of each panel before using 'Lock Panels' to save the layout.
How do I add/remove items from my navigation panel?
How do I feed my website with properties from Agency Pilot CRM?
We have multiple website integration methods available to fit your requirements and budget. Please contact your account manager for more information and to discuss which integration method is best for you.
How do I start feeding properties to Rightmove?
We have a real-time data feed to Rightmove that is available for free for Agency Pilot CRM clients. If you already have an account with Rightmove, please contact your Rightmove and Agency Pilot CRM account managers and we can assist with the configuration of the feed in the system.
How do I start feeding properties to Zoopla?
We have a real-time data feed to Zoopla that is available for free for Agency Pilot CRM clients. If you already have an account with Zoopla, please contact your Zoopla and Agency Pilot CRM account managers and we can assist with the configuration of the feed in the system. We also have a guide available on your system's Help page for additional support.
How do I upload to Radius Data Exchange?
In order to feed to Radius Data Exchange, you need to have a subscription with Radius which includes the use of the Radius API. If you have a Radius licence in place, please contact your Radius and Agency Pilot CRM account managers and we can assist with the configuration of the feed in the system. We also have a guide available on your system's Help page for additional support.
How do I install the Outlook Plugin?
You can find an Outlook Plugin run sheet on the system's Help page with instructions you can follow to install the Outlook Plugin and link it to your Agency Pilot CRM user account. If you need any help installing the Outlook Plugin, linking it to your account or using the plugin, please contact the Helpdesk team on helpdesk@apcrm.co.uk or 0114 349 1294.
How do I install the Word Plugin?
You can find an Word Plugin run sheet on the system's Help page with instructions you can follow to install the Word Plugin and link it to your Agency Pilot CRM user account. If you need any help installing the Word Plugin, linking it to your account or using the plugin, please contact the Helpdesk team at helpdesk@apcrm.co.uk or 0114 349 1294.
Internal emails and/or alerts are not being received.
Emails sent from Agency Pilot CRM from an email address with the same domain as yours may be incorrectly identified as spoof. This can be resolved by your IT updating your mail server method. Please contact the Helpdesk team for further information on helpdesk@apcrm.co.uk or 0114 349 1294.