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.
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 u2014 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 u2014 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 u2192 Agency u2192 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.