Opportunity Competitors
Use this view to add, edit, or remove competitors associated with an opportunity and to help you plan your strategy.
Open this view
- This view appears on the Insert Opportunity view and as a tab on the Opportunity Detail view. If the tab is not visible, click the More Tabs tab.
Add a competitor to an opportunity
- Click Add Competitor
. - Locate and select the competitor using the lookup.
- Click OK.
Edit opportunity competitor information
Remove a competitor from an opportunity
Manage Competitors (not available to all users)
This view contains the following columns:
- Competitor - Displays the competitor's name.
- Rating - Displays the competitor's ranking for the current opportunity.
- Weaknesses - Displays the competitor's areas of weakness.
