Data Dictionary Template for PARTNER CPRM
This Data Dictionary Template provides a structured framework for standardizing data entry, ensuring consistency, and maximizing the PARTNER CPRM platform’s capabilities. We recommend downloading it and customizing it with your Member attributes, survey questions, and other data definitions to support your use of the platform over time.
Related Articles
Add Secondary Contacts
This article shares how to add secondary contacts associated with an ecosystem member in PARTNER CPRM. You must create a new member before you can create their secondary contacts. How to Add a New Secondary Contacts: Step-by-Step Instructions 1. ...
Add a New Member
This article shares how to add a new member to your library in PARTNER CPRM. To learn how to add multiple members to your member library by uploading a spreadsheet, read our article: Add Multiple Members in Your Member Library. Pro Tip: Always double ...
Export Member Data
This article shares how to download all your member data, including all contact info and custom attributes to back up your data and do additional data analysis. How to Export Your Member Data: Step-by-Step Instructions 1. First, login to PARTNER CPRM ...
Capturing Relationship Data with a Survey
Setting up your ecosystem includes uploading your members, creating custom attributes, and customizing your profiles so you can begin managing your ecosystem members. It also can include creating member groups and attribute groups, adding more users ...
Video: How to Create a New Member
Video Tutorial: How to Create a New Member Learn how to create a new member in your ecosystem in this PARTNER CPRM video tutorial.