Allow Clarivoy to export your leads data for you

This is the preferred method.

Please create a NewTech CRM login for Clarivoy 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.    
       This sometimes requires the user profile to be set to Admin or Manager access.
4. When finished, please provide us with:
   1. Your Momentum Login URL
   2. Username
   3. Password

Exporting the CRM Leads on your own

Setting Up the Report

1. To switch to the appropriate rooftop, click the gear icon in the top right corner.

2. From main screen, click the Custom Reports tab (middle of page)

3. Under  Full Report List  (right side), click New.

4. Under Custom Report Filters (left side) click Prospect.

5. Under Prospect Created Date, click the radio button next to “Today” and change “Today” to “Last Month.”

6. Click the  Next >  button in bottom right corner.

7. Fill in the following:

• Report Name = Clarivoy Leads – StoreName (StoreName is the dealership name)
• Employee Groups = Select All
• Employee Group Options = Can view creator's results
  

8. Under Report Filters, choose "Person", then select the following fields:

• First Name
• Last Name
• Company Name
• Home Address: Street
• Home Address: City
• Home Address: State/Province
• Home Address: US Zipcode
• Business Address: Street
• Business Address: City
• Business Address: State/Province
• Business Address: US Zipcode
• Active Email Address
• Work Phone
• Cell Phone
• Home Phone   
  THEN click ► to move them to the right side

9. Under Report Filters, choose "Prospect", then select the following fields:

• Prospect Created Date
• Prospect Source
• Lead Type   
  THEN click ► to move them to the right side.

10. Click the  Finish  button in bottom right corner.

11. Under "Full Report List", find "Clarivoy CRM Report" and click on the report name to bring it up.

12. File-> Export-> External File-> CSV

13. Save the file somewhere you will remember. Name it with your dealership name, the words “Momentum CRM” and the months the data is for.   
Example: ABC Autos – Momentum CRM – Jan 2024.csv

14. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.

15. 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. To switch to the appropriate rooftop, click the gear icon  in the top right corner. 

2. From main screen, Custom Reports tab (middle of page).

  
        
3. Under "Full Report List", find "Clarivoy CRM Report" and click on the report name to bring it up.

4. File→ Export→ External File→ CSV

5. Save the file somewhere you will remember. Name it with your dealership name, the words “Momentum CRM” and the months the data is for.   
Example: ABC Autos – Momentum CRM – Jan 2024.csv

6. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.

7. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”