Allow Clarivoy to export your Callbright leads data for you

This is our preferred method.

Please create a Callbright login with Admin level access for Clarivoy:

1. Use this format for the email address:
        datateam+clientname@clarivoy.com
        Replace clientname with your dealership name (no spaces).  Make sure you include the + sign.  
        Example: If you dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.
2. Enable access to call logs for all users at the dealership.

Exporting Callbright call logs on your own

1. Click on REPORTS at top menu.
2. If you have multiple stores, click on the desired store under “Client Name”.
3. Enter desired date range at top of page  (click "Or Select Range....' and choose 'Last Month').
4. Under “Inbound Call Reports”, click on All Calls By Date Range.
       
5. A new window will open containing the call log.  This may take awhile to load.
6. Click on Download Report at top of page.
       
7. Save the file somewhere you will remember. Name the file with your dealership name, the words “Callbright Call Tracking” and the months the data is for. 
   Example: ABC Autos - Callbright Call Tracking – Jan 2022 to Mar 2022.csv
8. If you have multiple stores, repeat the previous steps for each additional store, exporting each store's call log.
9. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking “Call Tracking”.