Recent Articles
Using Email Template Variables
This article will explain how to use email template variables to personalize your emails for each of your ecosystem members. How to Use Email Template Variables: Step by Step Instructions 1. Log in to your PARTNER CPRM account and open your ...
Customize Navigation Menu Options
This article shares how to customize which menu options appear in PARTNER CPRM. How to Customize Navigation Menu Options: Step-by-Step Instructions 1. Login to your account and open your ecosystem homepage 2. Click "Settings" at the bottom-left side ...
Email Template FAQs
Q: How do I send a test email? A: We recommend adding your pilot tester(s) as members in your capture and sending them your emails manually to test them. Once they are done, you can delete them from your account to clear any of their responses and ...
Member Profile Image Dimension Guidelines
Dashboard & Profile Image Dimension Guidelines Overview In PARTNER CPRM, you have the ability to add images to text editor boxes when customizing dashboards and member profiles. Adding images can enhance your visual presentation by incorporating ...
Exploring Use Cases for Relational Captures in PARTNER CPRM
Relational Captures in the PARTNER CPRM platform offer flexible and powerful tools for understanding and analyzing relationships within your network. Depending on your organization’s goals, these captures can be deployed in various ways to track ...