How To Create and Edit a MAP
Overview
The first step after creating a new MAP is to customize it for your specific deal. While it’s a good idea to get started on your own, don’t forget to collaborate with the buyer, who may have a unique milestone that you should know about. 😺
Customize the Value Prop
Click to edit the text of the title and description:
- Customize the Value Prop to align with the buyer’s strategic goals and initiatives.
- You can use the expression {{company}} variable to auto-insert the buyer’s company in any text field.
Add a Customer Logo
Drag and drop or insert a PNG, GIF, or JPEG to the Buyer Logo space.
Add Resources to the Library
Upload files or links to other sites in the library space to support your MAP.
Edit Milestone and Action items
Click on an existing milestone to edit it, add action items to it, or update the status of action items. You can also add more milestones or events to your MAP.
Notes on Action Items:
- Simplified Action Status: An Action is marked as Done or Not Done, eliminating the need for multiple status options.
- Streamlined Action Owner & Due Date: You can assign a single person responsible for an Action and set a specific due date, making it simpler to manage tasks.
How To Use Hyperlinks and Mentions
Add a link
You can hyperlink text and tag coworkers or buyers in Align. To add a link, just highlight text and the toolbar appears so you can add a link:
Mention a person, asset, or call
Type @ to reference anyone in the Teams Tab, any asset in the Library, or any call in the Calls Tab. Typing @ brings up a list to choose from:
