This article explains how to generate a monthly CRM Leads report from SpaceAuto for MTSA Pro/Pro+ dealerships. The report is generated using DAISI, SpaceAuto's built-in AI reporting assistant, and is uploaded to the MTSA upload portal for processing.
Step 1: CRM Report Prompt
Copy and paste the following prompt into DAISI (details below), replacing MONTH YEAR with the reporting month.
Please create a report for all leads created in MONTH YEAR and include the following fields:
Lead Date / Lead Origination Date
Customer Full Name
Street Address
City
State
Zip Code
Phone Number(s) - Home/Work/Cell
Email Address(es)
Lead Source
Lead Source Detail (if available)
Lead Type (if available)Step 2: Generate the CRM Report
Complete the steps in the Scribe below to:
- Sign in to SpaceAuto
- Open DAISI
- Submit the CRM report request
- Download the completed CSV
Step 2: CRM Report Prompt
Copy and paste the following prompt into DAISI, replacing MONTH YEAR with the reporting month.
Please create a report for all leads created in MONTH YEAR and include the following fields:
Lead Date / Lead Origination Date
Customer Full Name
Street Address
City
State
Zip Code
Phone Number(s) - Home/Work/Cell
Email Address(es)
Lead Source
Lead Source Detail (if available)
Lead Type (if available)Step 3: Rename the Report
Save the downloaded file using the following naming convention: YYYY MM - DEALERSHIP NAME - SpaceAuto CRM
Step 4: Upload the Report
Upload the completed CRM report to: upload.clarivoy.com/mtsa
🔍 Inspection Point
Before uploading, verify that:
- The report covers the correct reporting month.
- The report downloaded successfully as a CSV file.
- The filename follows the required naming convention.