- Login
- Click on “CRM”
- Click on “Dashboard”
- Click on “Sold Log”
- Change dates in “From:” to desired dates (or click “LM” if just pulling for last month), then click on “Refresh” NOTE: Make sure under “Dealership:” that either “—ALL—” is selected or the specific dealership you need is selected.
- Status to be set to “Delivered”
- Inventory Type to be set to “—ALL—”
- Make to be set to “–ALL Makes–“
- Click “refresh”
- Hit “Export CSV”
- Save the file somewhere you will remember. Name it with your dealership name, the word “Sales” and the months the data is for. Example: ABC Autos – Sales – Jan 2024.csv
- Go to upload.clarivoy.com to securely upload the file.