Use the ABM Account + Roles model
Preview target accounts and the buying committee, then open Edit to change accounts, DMU roles, and role-specific messaging.
ABM Account + Roles is account-first targeting: named accounts, the decision-making unit, and a message per role. This is framework in the Ideal customer group.
2 steps · About 2 minutes
Preview ABM Account + Roles
Open ABM Account + Roles from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here — choose Edit (pencil) to change fields.
Edit ABM Account + Roles
A saved ABM Account + Roles model starts in Display. Choose Edit (pencil) to show the form. Change the Target accounts field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job — see Save and publish a strategy model.
FAQ
I see No ABM account and role strategy filled in yet.+
List target accounts, then DMU roles, then the message per role. Save a version. This row stays Not configured until that save.
If I fill ABM Account + Roles here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings → Agency → Marketing models). Each workspace saves its own versions. Filling ABM Account + Roles for this client does not overwrite another client.
Does Edit also publish ABM Account + Roles for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview ABM Account + Roles but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.