Allow Clarivoy to export your leads data for you

This is the preferred method.

Please create a DriveCentric login 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 your dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.

2. Use the phone number provided to you for the account setup (2FA).

3. On the Permissions tab, make sure you enable the following for the new login, so Clarivoy can download your CRM leads:  
     - Mining  
     - Under Data Access, set Data Access to "Store"  (required to view all leads)  
     - Under Customer Access, enable "Data Download"  
     - Enable "View DMS Amounts"

Exporting CRM Leads on your own

Creating The Report

If you have already created the report, skip ahead to Pulling the Report Monthly.

1. Mining (magnifying glass at top)
2. Mine Deals (right side)
3. Add Filter (left side)
4. Search for “Deal Date Created”
   
5. Selelct “Between”
6. Enter the 2 months prior to your Start Date with Clarivoy.
7. Click the purple  Save  button
8. Click the columns button (top right side)
9. Remove all default columns (X next to each column name on the right side) 
10. Choose the following columns:
          • Customer
          • Customer Cell Phone
          • Customer City
          • Customer Email
          • Customer First Name
          • Customer Home Phone
          • Customer Last Name
          • Customer Phone
          • Customer State
          • Customer Street Address 1
          • Customer Street Address 2
          • Customer Work Phone
          • Customer Zip
          • Store
          • Deal Date Created
          • Source Description  
          • Source Details
          • Source Type
11. Click   Apply Columns  
12. Click the three dots in the top right corner
13. Download
    
14. Save the file somewhere you will remember. Name it with your dealership name, the words  “DriveCentric CRM” and the months the data is for. Example: ABC Autos – DriveCentric CRM – Jan 2024 to Feb 2024.csv
15. Now, let's adjust the date filter so the report will pull the previous month moving forward.
16. Click on  Deal Date Created is between… 
17. Select “Last Month”
18. Click the purple  Save  button
    
19. Let's save the report.  Click the Save Segment button (top left, next to the filters)  
    
20. Name it “Clarivoy CRM Leads Last Month – ROOFTOP NAME”
21. Click  Save New Segment 
22. If there are additional rooftops, you may need to recreate this segment under each rooftop. Click the initials in the top right then Change Stores to switch rooftops, then repeat all previous steps for each store.
23. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”.

Moving forward, you will be able to pull the leads easily each month by following the steps below.

Pulling The Report Monthly

1. Mining (magnifying glass at top)
2. Hover over “Clarivoy CRM Leads Last Month” box (towards the bottom of the page)
3. Click the three dots on the box
4. Download
5. Save the file somewhere you will remember. Name it with your dealership name, the words  “DriveCentric CRM” and the months the data is for. Example: ABC Autos – DriveCentric CRM – Jan 2024.csv
6. If there are additional rooftops, click the initials in the top right then Change Stores to switch  rooftops and repeat steps 1-5.
7. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”.