If you use any of the following CRMs, please click to see specific step-by-step i…

1. Under account setup, your Profile must have the following settings to be able …

Allow Clarivoy to export your leads data for you This is the preferred method. Pl…

Exporting CRM Leads on Your Own 1.     Click Showroom Traffic (left side) 2.     …

Exporting CRM Leads on your own  1.    Login to ProMax CRM full website (not the …

Setting up the Report If you have already set up the report, please skip to Pulli…

Access Required In order to create the CRM Leads Report and export the data in Te…

  Log in to DealerPeak CRM In the top menu, click on Customers In the dropdown me…

User Profile Requirements In order to Create CRM Leads reports and Export data in…

Setting Up the Report 1. To switch to the appropriate rooftop, click the gear ico…

Allow Clarivoy to export your leads data for you Please create a CDK CRM (formerl…

Allow Clarivoy to export your leads data for you This is our preferred method. Pl…