Using the Competitor Detail view
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The system administrator and users with the appropriate role can access these features. |
Use the Detail view to see, add or edit information for a selected record.
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Your workspace may be different depending on your access rights or if your installation has been customized. |
- On the Navigation Bar, click Administration, and then click Competitors to open the Competitors List view. If necessary, use the Lookup to locate a competitor, and then click on the competitor's name.
- On the toolbar click the List View
button, or click the current group tab.
Use the Task Pane group list or common tasks
On the Task Pane, under Common Tasks, you can:
Information Boxes
- Competitor - Displays the competitor's name.
- Account - Click the Find
button and select an account using the lookup. - Contact -Click the Find button
- Phone - Enter or edit the competitor's phone number.
- Web Address - Enter or edit the competitor's Web address.
- Rating - Enter or edit the competitor's rating.
- Weaknesses - Enter or edit the competitor's weaknesses.
- Strengths - Enter or edit the competitor's strengths.
- Strategy - Enter or edit the sales strategy that the competitor uses.
- Notes - Enter or edit any notes about the competitor.
Adding a Competitor to the List
Deleting a Competitor from the List
