Using the Competitor Detail view

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.

To open the Competitor Detail view, select Administration from the Navigation bar and click Competitors to open the Competitors List view. If required, use the Lookup to locate a competitor, and click the competitor's name.

On this page you can:

• To switch to the List view, click (List View) or select the Current Group tab.
• Use the Lookup to search for records
• View a group
• Use the Task Pane group list or common tasks
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Add a competitor
  • Remove a competitor

Information Fields

You can specify this information:

Field Name	Description
Competitor	The competitor's name.
Account	Click (Find) and select an account using the lookup.
Contact	Click (Find) an select a contact.
Phone	The competitor's phone number.
Web Address	The competitor's Web address.
Rating	The competitor's rating.
Weaknesses	The competitor's weaknesses.
Strengths	The competitor's strengths.
Strategy	The sales strategy that the competitor uses.
Notes	Notes about the competitor.