Best Practices

Start with the buyer's next decision. Use company truth and Account and Opportunity context to create editable work, then review the wording and evidence before publication. Work manually or ask the Assistant for a focused proposal; inspect the saved result either way.

Improve reusable truth and buyer work

Keep reusable company wording and evidence precise in Claim Pack. Direct editing is part of the whole workflow: tailor the buyer's problem, proof, commitments, and next step in the artifact. Preserve useful rep edits, and review any proposed company reuse separately; local wording does not automatically become a company claim.

Keep sources current

When a source changes, inspect the attached excerpt and replace the evidence deliberately. Check that it supports the exact claim wording. Then review affected linked work alongside its local edits; an external source change does not by itself update a claim or its downstream artifacts. See Review and Approve.

Review the final buyer-facing revision

Inspect linked evidence, figures, bespoke answers, and deal-specific commitments in the actual artifact. Resolve open questions with the right teammate and record intentional exceptions where appropriate. Linked-claim checks do not certify every statement; your team still owns the final review before publication.

Write for one account at a time

Use the actual buyer, deal stage, concerns, and meeting objective. Keep Account and Opportunity context specific, whether you draft manually, use a template, or ask the Assistant for help. Review any AI proposal before accepting it; execution depends on the configured model/provider.

Match the delivery to the moment

Choose Pinned for a specific published revision or Current for a channel you deliberately update. Internal edits and review acceptance do not publish a buyer correction. Native import and export are still being qualified; confirm the exact file workflow and inspect its output before promising delivery. See Share and Export.