This article shares how to add a custom member attribute in your member library. These allow you to collect additional info about the members of your ecosystem, like previous meetings and interactions, notes about your partnership, and single-choice ...
This article shares how to add a custom GIS attribute for your ecosystem members. GIS Map attributes will populate data based on the primary address of the member and can not be edited by users. The data is pulled from the selected GIS map base ...
This article shares how to create a member group with ecosystem members in your member library. You must add or upload your ecosystem members before you assign them to groups. How to Create a Member Group: Step-by-Step Instructions 1. First, login to ...
This article shares how to add an ecosystem member to your member 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. How to ...
These are common questions asked during the member list upload process with helpful answers, information, and advice from our team. Member List FAQs: If your question is not addressed, check the community forum or contact our team: ...