Who should I add as a member in my ecosystem?
The decision of who to include as a member in your ecosystem or network is a difficult one. We call this process bounding your network, as you are determining the boundaries of who you consider a member and who is not. The right answer depends largely on your objective and goals - what works for one community might not work for another. Consider what you want to learn, and who you would need to talk to in order to gain that insight and info.
If you want someone included in your network maps later, they must be a member of your ecosystem before you start collecting data. For more info, read our best practices on
Bounding your Network.
Related Articles
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 ...
Why am I getting an error message when I upload my member list?
There are five common reasons for error messages during the upload process: 1. Are you using our member list template? Instead of trying to build a spreadsheet from scratch, we recommend using the spreadsheet template generated automatically for your ...
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 ...
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" ...
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 ...