The CLM content is available in preview under the Media tab in offline clients, but cannot be selected from the Account and Call records.
This behavior may be caused by two configurations:
- The Product, which is associated to the CLM Presentation and Key Message is not a Company Product.
- Segmentation is configured on Key Message level.
- Flag the Product as Company Product.
- Match the value in the Segment_vod field on the Key Message record with the Segmentations_vod field value on the Account record.
CRM Help Documentation: Key Messages
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