Create a solution interest
Before you create a solution interest, you must have a live (published) roles template that defines the roles you want to target. See Buying Group role templates for more information about creating a roles template and publishing a roles template.
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From the Solution Interest tab, click Create solution interest at the top-right.
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Enter a unique Name (required) and a Description (optional).
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Choose a Roles Template (required).
Click Select roles template and choose a live roles template from the list in the dialog. You can associate only one live roles template with a solution interest. Click Save to return to the Create solution interest page, where the selected roles template is displayed.
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Select the Buying group stage model to use buying group stage progression (optional).
For more information about using buying group stages for tracking account progression, see Buying group stages.
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Enable the Update existing buying groups setting (optional).
When this option is enabled, all the existing buying groups paired with the solution interest are updated through the 7-day sync cycle.
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Click Create at the top-right corner.
The new solution interest is displayed in the Solution Interests list.
Edit a solution interest
At any time, you can change the name and description for a solution interest. The roles template cannot be changed due to the dependency of buying groups based on the solution interest and role template pairing. In this case, you must create a new solution interest using another roles template.
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From the Solution interest tab, use one of the following methods to open the properties for the solution interest that you want to edit:
- Click the solution interest name.
- Click the ellipsis (…) next to it and choose Edit.
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Make any needed updates to the solution interest settings:
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Update the Name and Description.
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Select the Buying group stage model that is used for tracking buying group stage progression.
For more information about using buying group stages for tracking journey progression against sales, see Buying group stages.
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Change the Update existing buying groups setting.
When this option is enabled, all the existing buying groups paired with the solution interest are updated through the 7-day sync cycle.
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Click Save.
Delete a solution interest
Any solution interest that is currently in-use by any buying group job or account journey cannot be deleted. Also, a deleted solution interest cannot be retrieved.
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From the Solution interest tab, click the ellipsis (…) next to the solution interest and choose Delete.
This action opens a confirmation dialog.
If the solution interest is currently in use by an account journey or buying group job, the action results in an alert that it cannot be deleted. Click OK, which aborts the deletion.
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Click Delete to confirm deletion, or you can abort the process by clicking Cancel.