Allow Clarivoy to export your call logs for you

This is our preferred method.

Please create a Who's Calling login for Clarivoy at https://portal.whoscalling.com so that our team can pull and load this data for you each month.
 

1. Pick a username of your choosing.  Most dealers use clarivoy-clientname where clientname is your dealership name. Do not make the username the email address.  You cannot use symbols like @+#$%& in the username.
        Example: If your dealership name is ABC Autos, the username might be clarivoy-abcautos
2. 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.   
3. Please enable access to: view all leads for all Users/Salespeople at the dealership.   
4. Enable access to Export data.
5. Please provide us with the username and temporary password.

If you have any issues or need assistance with creating the login, contact Who's Calling for Support at (866) 240-4444.

Exporting Call Logs on your own

1. Log into https://portal.whoscalling.com
2. In the top right corner, select the desired rooftop
   
3. In the left side menu, click on REPORTS
   
4. Under “Lead Follow-Up Reports”, click on LEAD TRACKER 
   
5. Under “Campaign Group” dropdown menu, select the desired rooftop (Or select “Active Campaigns if login contains only one rooftop)
   
6. Under “Campaigns”, select ALL CAMPAIGNS 
   
7. Select the desired date range
   
8. Click on GENERATE
   
9. Click on “Export Details” icon (middle of 3 small circle icons with a paper and green arrow)
   
10. Select “Excel – Unformatted” and click EXPORT
11. Save the file somewhere you will remember. Name it with your dealership name, the  words “Who's Calling CT” and the months the data is for.  
    Example: ABC Autos – Who's Calling CT – Jan 2025 to Mar 2025.csv
12. Repeat steps 2 to 11 if you have additional rooftops to pull.
13. Log out of Who's Calling Call Tracking.
14. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking the box for “Call Tracking”.