This is the preferred method.
Existing Login for Clarivoy
If you already have an existing CDK CRM (ELEAD) login for Clarivoy, please add the store(s) to the existing login.
New to Clarivoy
Please create a CDK CRM (Elead) login for Clarivoy.
- Go to Admin -> CRM Setup -> Personnel. At the top of the page, click the Add Personnel button.
- Under Positions, add Administrator. Administrator level access is required for Clarivoy to download the monthly leads files.
- In the Add Personnel screen:
- Under Notification Address, do NOT fill in an Email address.
- Under CDK SSO User Details, use this format for the SSO username:
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.
- Ensure the boxes are checked for both Active and Login, then click Save.
- In the Store Assignment:
◦ Enable access for all stores under one single login.
◦ Enable access to the group store (your automotive group) under the same login.
If you need assistance creating the login, call CDK Support at (866) 668-5394.