Introduction: Ecosystem Setup

Introduction: Ecosystem Setup

Introduction: Setting Up Your Ecosystem

The first step to use PARTNER CPRM is to setup your Ecosystem and customize it for your use. This section of the Free Trial Guide provides step-by-step instructions for setting up your ecosystem in preparation for your first Data Capture. This is necessary before you collect, map, or analyze data for reports.
  1. Login to PARTNER. Visit
  2. Open your Ecosystem Account.
  3. Work your way through the four steps below.

Steps to Setup Your Ecosystem

To continue, move on to the lessons below to learn how add your members, questions and question sets, email and report templates to your Ecosystem.
  1. Adding Members
  2. Adding Questions
  3. Adding Email Templates
  4. Adding Report Templates

Next Article: Setting Up Your Ecosystem - Adding Members

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