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All guidesGetting startedSign in and set up two-factor sign-inFind your way aroundYour language and account securityChoose your notificationsDelete your accountDownload your data and product news
User Guide › Getting started

Download your data and product news

Download a copy of your own account data and choose whether MetriCRM may email you product news.

For: Everyone

Steps

  1. 1Open My account → Your data.
  2. 2Select Download my data to get a JSON file with your account, sign-in history, trusted devices, workspaces, consent history and your profile and preferences in each workspace.
  3. 3Turn Product news on or off. Your choice and its date are kept in your consent history.

Good to know

  • Business records such as contacts, cases and deals belong to your organisation; an admin can export them in Settings → Retention & trash.
  • Every product news email has a one-click unsubscribe link.
  • For other requests about your personal data, email dpo@webbalances.com.

Related guides

  • Sign in and set up two-factor sign-inSign in to your workspace and protect your account with an authenticator app.
  • Find your way aroundThe sidebar, search, the “+ New” menu, notifications and the AI copilot.
  • Your language and account securityChange the language you work in, your password and your two-factor settings.
  • Choose your notificationsDecide which alerts you get in the app and by email, and set quiet hours.

Still need help? Contact support

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