Overview of Taxonomy Taxonomy: This is the word we use to describe the sources (a…

Our policy is to give logins only to direct employees of the dealership in questi…

How to Verify Sale Counts This applies to PRO and PRO+ Dealers only. The CSL Acco…

This article applies to MTSA dealers with subscriptions: Pro, Pro+, Canada, Limit…

The process varies depending on whether the dealer changed vendors while still in…

When a dealer adds a new vendor (such as adding an email marketing vendor), the p…

Account Changes Master Document See https://clarivoy-squad.monday.com/docs/245019…

What/When:  An automated email report is sent Daily each morning containing Tag A…

What/Who:  An email report is sent each morning to all CSLs (plus Datateam and se…

This is the process if the dealer wishes to change the data collection method for…

  STOP! This process is no longer used as of July 2026 per NM.  CS stopped using …

There are times when a CSL may with to move processing along without a particular…

Customer Success Documentation Requirements 🔑 Core Rule Every deliverable custome…

When the Google Ads report is not available in GA4, it can be pulled manually, as…

Details Case Studies and Client “Nuggets” are an integral part of our marketing a…

Usage of the CSL Info Board The CSL Info board is located in the CS Workspace. Th…

CS Support monitors the Unknown Domains Monitor Looker Board daily (located in Lo…