Help Center

If you've forgotten your password, don't worry! Simply follow these steps to reset it: 1. Navigate to the Metric CRM Login page (https://app.metriccrm.ca/login) https://static.wixstatic.com/media/fbfc76_8c12cc455470418aafca71d4375b0dc3~mv2.png 2. Select the "Forgot password?" link. 3. Once you're redirected to the new page, enter your email address and click on "Continue" https://static.wixstatic.com/media/fbfc76_305315a38099458bba82330cdc3f9e2d~mv2.png If you are unsure if you are using the correct email address, you can confirm which email you have with Metric CRM by searching for your "Welcome to Metric” our system sent you which came from noreply@metriccrm.ca. (noreply@metriccrm.ca.) 4. You will receive an email titled “Forgot Password” from noreply@metriccrm.ca (noreply@metriccrm.ca) 5. In the email, select "Get Started" https://static.wixstatic.com/media/5266bf_3929b1af79d6492ebca29ac502c867d8~mv2.png 6. From the new tab, input your new password and click on "Reset Password" to apply the changes. https://static.wixstatic.com/media/5266bf_77790d51115849a2b0a0faa0917ecd22~mv2.png 7. Once completed, the window will update to the Login page where you can input your email address and your new password to login to your Metric CRM account.

Every Advisor and Support Staff member can provide Feedback directly to Metric CRM through their Portal by navigating to the Provide Feedback section at the bottom of the left side panel. https://static.wixstatic.com/media/5266bf_33f5568bffba491881967ec469f2e727~mv2.png Your email address will automatically get added once you submit a summary in the Feedback section and select the “Submit Feedback” button. https://static.wixstatic.com/media/5266bf_d6829b0267e344b9ad29ffda8ebf5fe3~mv2.png Feedback can include; • Customer Satisfaction & Sentiment • Positive feedback or testimonials. • Technical Feedback • Errors, crashes, or unexpected behaviors. • Usability & Experience Feedback • Suggestions for new functionalities or improvements. • Service & Support Feedback • Feedback on interactions with support teams. Once your feedback is submitted, a member of our team will contact you to gather additional information or confirm that your feedback is being reviewed.

Customize your notifications and account settings to stay updated on important updates without unnecessary distractions. 1. In your Metric CRM account, click on the bell icon located in the top right corner. https://static.wixstatic.com/media/5266bf_7a9696ae0db3466e91f0f414458acc53~mv2.png 2. To update your Notifications settings, select the gear icon in the notifications window. https://static.wixstatic.com/media/5266bf_7c541e15acf0404fa08d5721135dd7cd~mv2.png 3. You can enable/disable any notifications, such as; • Task Reminders • Task Past Due • Task Assignment • Task Status Change • Contact Birthdays • License Expiry • Renewal Reminders https://static.wixstatic.com/media/5266bf_6be5543f378c4f1aae916e4410d4844a~mv2.png 4. Once you’ve completed your selection of notifications, click on “Save Settings” https://static.wixstatic.com/media/5266bf_df6490b6cc3347aea0ff553c0b5207cc~mv2.png