How do I add new members to a capture?
To add a member to a new Data Capture, they must first exist within your Ecosystem. Return to your Ecosystem Member Bank, click "Add" and add the new members individually or using the bulk spreadsheet. Then go back to create a Data Capture - you should now see the newly created members in the member-selection menu.
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Upload Multiple New Members
This article shares how to create multiple ecosystem members in your member library in PARTNER CPRM by uploading a CSV spreadsheet. To learn how to add an individual member to your member library, read our article: Create a Member Experiencing ...
Why aren’t new members I added showing up in my capture?
After adding new members in your ecosystem, you also need to add them to your specific captures. Open the capture you want them in and click the “Members” tab on the top right (not the ecosystem menu on the left), and click “Manage” at the top of the ...
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 ...
Capture Network Data with a Survey or Form
You can create unlimited captures in your ecosystem. These are where you can record interactions or events with partners and collect relational data from your network or a segment of your ecosystem. In this article, we will show how to create a data ...
Add a Note
This article shares how to add or view notes associated with your members. How to Add a Note in Your Member Library: Step-by-Step Instructions 1. Login to PARTNER CPRM and open your ecosystem. 2. On the lefthand side of the screen, click "Members" ...