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CRM Leads Data For Source Reports
If you use any of the following CRMs, please click to see specific step-by-step i…
Activix: Exporting Leads Data for Source Reports
Account Setup for Exporting Leads Under account setup, your Profile must have the…
DriveCentric: Exporting Leads Data for Source Reports
Allow Clarivoy to export your leads data for you This is our preferred method. Ex…
OpLogic: Exporting Leads Data for Source Reports
Exporting CRM Leads on Your Own 1. Click Showroom Traffic (left side) 2. …
ProMax: Exporting CRM Leads Data for Source Reports
Exporting CRM Leads on your own 1. Login to ProMax CRM full website (not the …
Reynolds & Reynolds CRM: Exporting Leads Data for Source Reports
Setting up the Report If you have already set up the report, please skip to Pulli…
Tekion CRM: Exporting Leads Data for Source Reports
Access Required In order to create the CRM Leads Report and export the data in Te…
DealerPeak: Exporting Leads Data for Source Reports
Log in to DealerPeak CRM In the top menu, click on Customers In the dropdown me…
DealerCenter: Exporting Leads Data for Source Reports
User Profile Requirements In order to Create CRM Leads reports and Export data in…
Momentum: Exporting Leads Data for Source Reports
Setting Up the Report 1. To switch to the appropriate rooftop, click the gear ico…
CDK CRM (Elead): Exporting Leads Data for Source Reports
Are you a Ford Dealer? Yes No Which website do you visit to login to your C…
VinSolutions: Exporting Leads Data for Source Reports
Allow Clarivoy to export your leads data for you This is our preferred method. Ex…
DealerSocket: Leads Data For Source Reports
Allow Clarivoy to export your leads data for you This is our preferred method. Ex…

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