Access Required

In order to create the CRM Leads Report and export the data in Tekion CRM, your user profile must have the following permissions:

• User Role must be Sales Manager or higher to access the Core Reports app
• Enable the following permissions:
  • General --> Reporting --> All
  • Sales --> CRM --> Export data from CRM
  • Sales --> CRM --> all permissions that say "Leads"

Setting Up The Report

If you have already setup the report, skip ahead to Pulling The Data Monthly.

1.    Select the desired rooftop in top right corner

2.    9 squares Menu (top left corner)

3.    Reports (under “Core”)

4.    Spyglass icon (top right)

5.    Search for “Lead Report Builder”, then click on “Lead Report Builder”
        If you do not see “Lead Report Builder”, then your CRM user profile does not have the correct permissions.  See the Access Required section.

6.    Next to Created Time, click on the dates to change the dates.  Select “Previous Month” (after opening the filter box, scroll down on the gray left panel to find “Previous Month”)

7.    Press the Gear icon (top right corner of the header row)

8.    Click “Deselect All”           

9.    Select the following columns:

• Lead ID
• Source Type
• Source Name
• Buyer
• Address
• Zip Code
• City
• State
• Lead Creation Date
• Email 1
• Email 2
• Home phone
• Work phone
• Mobile phone
• Dealer Name

10. Save the report: Click the blue “Create New” button (top right)

11. Name = Clarivoy CRM Leads Report

12. Description = Leads last month for Clarivoy

13. Download the data:  Click the Download icon (top right - next to “All”)
        If you do not see the Download button, then your CRM user profile does not have the correct permissions.  See the Access Required section.

14. Click Excel

15. Click Export as Excel

16. The Export will take a minute.  Stay on this page.  When the export is ready, a notification will pop up at the bottom of the page with a download link.  Click Download.

17. Save the file somewhere you will remember.  Name it with your dealership name, the words “Tekion CRM” and the months the data is for.  
Example:  ABC Autos – Tekion CRM – Jan 2024.csv

18. If there are additional rooftops, you will need to recreate this report under each rooftop.  Follow all previous steps for each additional rooftop.

19. Upload all files securely at https://upload.clarivoy.com/sourcereports, 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 Data Monthly

1.    Switch rooftops in top right corner

2.    9 squares Menu (top left corner)

3.    Reports (under “Core”)

4.    Either search for “Clarivoy” or look under CRM category on left and find “Clarivoy CRM Leads”

5.    Click on “Clarivoy CRM Leads” report name.

6.    Download the data:  Click the Download icon (top right - next to “All”)

7.    Click Excel

8.    Export as Excel

9.    The Export will take a minute.  Stay on this page.  When the exp ort is ready, a notification will pop up at the bottom of the page with a download link.  Click Download.

10. Save the file somewhere you will remember.  Name it with your dealership name, the words “Tekion CRM” and the months the data is for.   
Example:  ABC Autos – Tekion CRM – Jan 2024.csv

11. Repeat the above steps for each additional rooftop.

12. Upload all files securely at https://upload.clarivoy.com/sourcereports checking the box for “CRM Leads”