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. How to Add a New ...
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. ...
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 ...