Duplicate a Member Group

Duplicate a Member Group

This article shares how to duplicate a member group in your member library.

How to Duplicate a Member Group: Step-by-Step Instructions

1. First, login to PARTNER CPRM and open your ecosystem.

2. On the lefthand side of the screen, click "Members" within the ecosystem navigation menu to open your ecosystem member library.

3. Click "Groups" at the top of the library to access your list of member groups.

4. Click the 'more options' icon to the right of the member group you want to copy, and then click "Duplicate" in the dropdown menu.



5. The Group Builder will open with the same members added as the group you are copying.

6. Add or remove members, and give the group a name.
NOTE: You must use a unique member group name or you will produce an error message.
7. Click "Save" when finished at the top right of the screen. 


    • Related Articles

    • Edit a Member Group

      This article shares how to edit a member group with ecosystem members in your member library. How to Edit a Member Group: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open your ecosystem. 2. On the lefthand side of the screen, click ...
    • Create a New Member Group

      This article shares how to create a new member group with ecosystem members in your member library. NOTE: You must add or upload your ecosystem members before you assign them to groups. How to Create a New Member Group: Step-by-Step Instructions 1. ...
    • Delete a Member Group

      This article shares how to delete a member group in your member library. Please know that this action cannot be undone. How to Delete a Member Group: Step-by-Step Instructions 1. First, login to PARTNER CPRM and open your ecosystem. 2. On the ...
    • View a Member Card

      This article shows how to to view a member card with all their secondary contacts, attributes, captures, and notes. How to View a Member Card: Step-by-Step Instructions Follow these steps: 1. Click “Members” in the ecosystem navigation menu to open ...
    • Duplicate a Question Group

      This article shares how to copy a question group in your question library. These can be used to create new question groups without starting completely from scratch. How to Duplicate a Question Group Start by logging into your PARTNER CPRM account and ...