Allow Clarivoy to export your leads data for you

This is our preferred method.

Existing Login for Clarivoy
If you already have an existing ProMax login for Clarivoy, please add any new stores to the existing login.

New to Clarivoy

1. Please create a Promax login for Clarivoy with Admin level access, using the email datateam@clarivoy.com.
2. If you have multiple rooftops, please enable access to all rooftops under the same login.
3. For our account, please check the following boxes for permissions:
   1. “Can Run Reports”
   2. "Allow Report Exporting”
   3. “Full Access”
4. Under Admin >  User access > Select our account and then check the Sales Manager title box.
5. Please provide your CSL or Onboarding Specialist with the following information:
   1. Username
   2. Password
   3. Your ProMax Account Manager's Email Address
   4. Let us know if you use the Lead Source field or Ad Source field in Promax CRM to track your leads.  We need to know which column contains your lead source in order to load the data.

Exporting CRM Leads on your own

Permissions Required to Export Leads

1. In order to build and export leads reports in ProMax CRM, your user profile must have the following permissions boxes checked:
   1. “Can Run Reports”
   2. "Allow Report Exporting”
   3. “Full Access”

Building the CRM Leads Report

If you prefer to setup the report and export the data yourself, you can do so, and then upload the file to our secure upload website.

1. Login to the https://promaxonline.com/auth/login 
2. If you have multiple rooftops, switch to the desired rooftop/store by clicking the dropdown arrow at the top right
   
3. Click the 3 lines up at the top left to expand the menu
   
4. Hover your mouse over Reports on the side menu
   
5. Click on Prospect Activity Report Builder
   
6. Click Create New Report
   
7. In the Report Name field at the top, name the report "Clarivoy Lead Report"
   
8. Under “Available Fields” select each of the columns
   1. Date Entered (Log Date)
   2. Advertising Source
   3. Lead Source
   4. Prospect Name
   5. Street Address
   6. Physical Address
   7. City
   8. State
   9. Zip Code
   10. Home Phone
   11. Work Phone
   12. Cell Phone
   13. Email Address
   14. Prospect First Name
   15. Prospect Last Name
   16. Customer ID
   17. Dealership Short Name
9. Then click the arrow pointing to the Selected Fields to add the column
   
10. Click on Save Report
    
11. Under "Saved Reports" click on the report named “Clarivoy Lead Report”
12. Click Run Report
    
13. Enter the desired dates at the top left corner
    
14. Click Export on the top right
    
15. Save the file somewhere you will remember.  Name it with your dealership name, the words “ProMax CRM” and the month(s) the data is for. 
    Example:  ABC Autos – ProMax CRM – Jan 2025 to Feb 2025.csv
16. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.
17. 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 Prospect Activity Report Manually

1. Login to the https://promaxonline.com/auth/login 
2. If you have multiple rooftops, switch to the desired rooftop/store by clicking the dropdown arrow at the top right
   
3. Click the 3 lines up at the top left to expand the menu
   
4. Hover your mouse over Reports on the side menu
   
5. Click on Prospect Activity Report Builder
   
6. Under "Saved Reports" click on the report named “Clarivoy Lead Report”
7. Click Run Report
   
8. Enter the desired dates at the top left corner
   
9. Click Export on the top right
   
10. Save the file somewhere you will remember.  Name it with your dealership name, the words “ProMax CRM” and the month(s) the data is for. 
    Example:  ABC Autos – ProMax CRM – Jan 2025 to Feb 2025.csv
11. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.
12. Upload all files securely at https://upload.clarivoy.com/mtsa, checking the box for “CRM Leads”