Editing an ICP
The ICP edit page is a tabbed surface. Each tab covers one aspect of the ICP's configuration, and the tab set changes depending on which modes are on. A sticky save bar at the bottom tracks your pending changes and determines what kind of save is needed.
Tab layout
Open any ICP from the ICP Hub and you land on the edit page. The tabs appear in this order:
| Tab | Always shown? | Appears when |
|---|---|---|
| Overview | Yes | ICP name, motion, mode toggles, default setting |
| Eligibility | Yes | Scope rules: which accounts this ICP covers |
| Ideal Fit | No | Individual lead scoring is on |
| Behavior Signals | Yes | Account activity signals, signal descriptions, cadence |
| Scoring filters | No | Individual lead scoring is on |
| Roles | No | Build buying group is on |
| Role Mapping | No | Build buying group is on |
| Rubric | Yes | Read-only preview of the generated scoring rubric |
| Refinement | No | At least one feedback entry exists on this ICP |
Tabs appear and disappear in a fixed relative order — the set of visible tabs changes, but the tabs that remain never shuffle position relative to each other.
Mode toggles on the Overview tab
The Overview tab has two toggles that control which tabs appear:
- Individual lead scoring — turns on Ideal Fit and Scoring filters. When off, those tabs are hidden and no lead-level scoring or qualification filtering runs for this ICP.
- Build buying group — turns on Roles and Role Mapping. When off, role detection stops for this ICP.
Both toggles save immediately when you flip them — they do not go through the save bar. Turning off Build buying group will remove roles already assigned; a confirmation dialog appears before that takes effect.
The save bar
Any edit on a non-toggle field queues a change in the save bar. The bar appears at the bottom of the page with a single action button whose label reflects the highest-impact pending change:
| Pending change type | Save bar button |
|---|---|
| Name, scoring filters, cadence timing | Save (and Save & Close) |
| Eligibility rules, role definitions, buying-group config | Save & Re-evaluate |
| Criteria / signal-description text, rubric weightings | Review model changes |
Multiple pending changes stack. If you edit both a scoring filter (cosmetic) and an eligibility rule (retroactive), the bar shows Save & Re-evaluate — the highest tier wins.
Save & Re-evaluate (capital R, save bar) and Save & re-evaluate (lowercase r, Rubric tab) are two distinct buttons on two different surfaces. The save bar button handles Eligibility, role-definition, and buying-group config changes; the Rubric tab button commits a regenerated scoring rubric.
Retroactive vs. cosmetic edits
Save & Re-evaluate appears when any pending change is retroactive — meaning it affects how existing accounts are scored, not just future runs.
Retroactive changes:
- Eligibility rules — changing which accounts this ICP covers reassigns accounts to a different Primary ICP immediately. You choose whether to also trigger a fresh scoring run on affected accounts.
- Role definitions — any edit to a role's name, intent, targeting note, or demographic criteria changes how leads are matched to roles. The targeting note in particular feeds the scoring model directly, so every field on a role definition is retroactive.
- Buying-group config — confidence threshold, roles-per-person setting, and tiebreak order all affect which contacts fill which roles. Changes here are retroactive.
Cosmetic changes (saved with Save or Save & Close, no re-evaluation prompted):
- ICP name — display only, no effect on scoring.
- Scoring filters — forward-only: accounts and leads that fail these rules are skipped on future runs, but past scores are unchanged.
- Cadence timing — lookback window, signal thresholds, cooling-off periods. These change the conditions for when a future evaluation fires, but they do not re-trigger evaluations that already ran.
When Save & Re-evaluate is clicked, a dialog shows the estimated cost and gives you the option to save without re-evaluating if you want the rule change to take effect for new runs only.
Model-tier changes and the Rubric tab
Editing the free-text criteria fields on Ideal Fit or Behavior Signals is a model-tier change. These fields feed the scoring model that generates your rubric — editing them does not produce a new rubric automatically.
When criteria edits are pending, the save bar shows Review model changes. Clicking it:
- Switches to the Rubric tab.
- Triggers a regeneration of the rubric preview using your updated criteria.
The Rubric tab is otherwise read-only. It shows the current generated rubric text — the plain-language scoring instructions the model uses to evaluate accounts and leads. A Regenerate button on the panel lets you refresh it at any time.
Once the regenerated preview has loaded, the Save & re-evaluate button on the Rubric tab becomes active. Clicking it opens the re-evaluation dialog and commits the new rubric. You can choose whether to re-evaluate existing accounts against the updated model.
If you edit criteria and then edit an eligibility rule before saving, the bar shows Review model changes (model tier outranks retroactive). Clicking it takes you through the rubric review flow; the eligibility change is saved as part of the same commit.
The Refinement tab
The Refinement tab appears once feedback exists on this ICP's scoring chain. It surfaces your model-refinement history — the record of corrections and adjustments that have shaped the current model.
For how feedback accumulates and how refinement works, see Model Refinement.
Next steps
- Eligibility and Qualification — how Eligibility rules and Scoring filters work and how changes propagate
- Managing multiple ICPs — priority order, Primary ICP, and scope conflicts
- Defining Roles — how to configure buying-group roles and their demographic criteria
- Signal and Role Attribution — how to wire signals to roles in Signal Mapping
- Buying Groups overview — how role-aware buying groups operate