Allow Clarivoy to export your call logs for you

This is our preferred method.

Please create a CTM login for Clarivoy at https://app.calltrackingmetrics.com/login so that our team can pull and load this data for you each month.
 

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 your dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.   
2. Please enable access to: view all leads for all Users/Salespeople at the dealership.   
3. Enable access to Export data.
4. Please provide us with the username and temporary password.

If you have any issues or need assistance with creating the login, contact CTM for Support at (855) 944-1190.

Setting Up Call Reports for exporting on your own

Creating the Report

1. Log into https://app.calltrackingmetrics.com/login
2. Click on the 3 lines on the top left corner
3. Click the Activities icon on the left side bar
   
4. Then click Calls under Activity Logs
   
5. Click Filter on the left side of the search bar
   
6. Enter the desired dates you are wanting pull
7. Under Type, remove all EXCEPT “Inbound Call”
   
8. Click blue “Apply Filter” button (its located at the top or bottom of panel)
   
9. Click the export icon on the top right
   
10. At the top under Export Calls, click Export Delivery
    
11. Select Email in the dropdown menu to the right of Export Method
    
12. At the top under Export Calls, click Run
    
13. Click Run Export Now
    
14. Check your inbox for the email with the download link
15. Save the file somewhere you will remember. Name it with your dealership name, the words “CTM Call Tracking” and the months the data is for. 
    Example: ABC Autos - CTM Call Tracking - May 2026 to July 2026.csv
16. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking “Call Tracking”.