Help Center
Find answers to common questions, explore step-by-step guides, and get the most out of Metric Solutions with our comprehensive Help Center.
Frequently asked questions
If you've forgotten your password, don't worry! Simply follow these steps to reset it:
1. Navigate to the Metric CRM Login page
2. Select the "Forgot password?" link.
3. Once you're redirected to the new page, enter your email address and click on "Continue"
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.
4. You will receive an email titled “Forgot Password” from noreply@metriccrm.ca
5. In the email, select "Get Started"
6. From the new tab, input your new password and click on "Reset Password" to apply the changes.
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.
Your email address will automatically get added once you submit a summary in the Feedback section and select the “Submit Feedback” button.
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.
A Sales Funnel is a structured visualization of all prospects, displayed in a column view, where each column represents a different stage of the sales process.
To access the Sales Funnel in your Advisor account navigate to the "Prospects" tab on the left panel and then select “Sales Funnel”
Within the Sales Funnel, all of your Prospects will be organized in columns by their Status.
Through the Sales Funnel you can add a prospect, move the prospects from one status to another, open a prospect page, apply filters, condense the Sales Funnel for easier view of all your prospects, and manage your board.
Adding a Prospect
Select "Add Prospect"
Complete the required information to create a new Prospect and once created, add the rest of the Prospect details you have available*.
*For all sections of Creating a Prospect, please refer to the Prospects FAQ Page
Moving a Prospect
To move a Prospect from one status to another, click & hold the prospect box and move it to another status.
This will automatically update the status of the Prospect under their Basic Information view.
Opening a Prospect
To open a Prospect simply click on the box that contains the Prospect name and the system will take you to the Prospect page where you will be able to access and edit all the details.
Applying Filters
To start applying filters select "Apply Filters"
A new sub-tab will open with filters to select from:
Sorting -
Sort By Company, Contact Email, Status, Industry, Size, and Date Added.
Sort Direction in Ascending or Descending order.
Size -
Select company sizes between 1-10, 11-50, 51-100, 101-200, 210-500, 501-1000, and 1000+.
Multiple sizes can be selected for the Filter.
Industry -
Choose one or multiple prospect industries to Filter by; Agriculture and Forestry, Automotive, Banking and Financial Services, Construction and Real Estate, Education, Energy and Utilities, Food and Beverage, Government and Public Administration, MajorMedical and Pharmaceuticals, Hospitality and Tourism, Information Technology and Services, Insurance, Manufacturing, Media and Entertainment, Nonprofit Organization Management, Professional Services, Retail and Consumer Goods, Telecommunications, Transportation and Logistics, and Wholesale
Date Added -
Select the Start Date and the End Date range
Condensing your Board
Select "Show Condensed View"
Under the Condensed View you will be able to view all of your prospects with just their Company Names.
Managing your Board
Select "Manage Board"
A new pop-up window will appear where you will be able to view, adjust, delete or add a status.
If a status is Updated, all Prospects under the previous lane title & stage will be updated to have the new status details applied.
If a status is Deleted, all Prospects under the this lane will be moved to the starting stage.
There is no limit to how many statuses you can set up.
Note: Any changes to the board will be applied to all Advisor accounts.
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.
2. To update your Notifications settings, select the gear icon in the notifications window.
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
4. Once you’ve completed your selection of notifications, click on “Save Settings”