Editing an Opportunity Competitor

After you have added a competitor to an Opportunity, you can edit the competitor information from the Edit Competitor window.

To edit an opportunity competitor:

  1. Open the Edit Opportunity Competitor window:
    1. From the Opportunity Detail view Competitors tab, click the Edit hyperlink for the competitor you want to edit.
    2. From the Insert Opportunity window, click the Edit hyperlink for the competitor you want to edit.
  2. If you want to modify the competitor's rating, specify a number in the Rating field.

    This only changes the competitor's rating for this opportunity, not the competitor's overall rating.

  3. Select Incumbent to identify the competitor as the incumbent.
  4. You can specify the competitor's Strengths and Weaknesses in the fields provided.
  5. In the Strategy field, you can specify any notes about the competitor's strategies.
  6. In the Notes field, you can specify additional information about the competitor.
  7. Click OK.
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