OpLogic: Setting Up CRM Leads Reports

Table of Contents

OpLogic Integration Process

  1. Please download this document:  OpLogic Vendor Authorization Form
  2. Complete the form, including your signature (electronic signature is acceptable).
  3. Please return the completed form(s) to Clarivoy, not OpLogic/DealerBuilt.  Please upload the form inside your Onboarding portal in the OpLogic authorization form task, or send it to datateam@clarivoy.com.
  4. We will then work directly with OpLogic/DealerBuilt to set up the Secure FTP connection for your CRM Leads data.

 

 



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