Adding a Competitor to the List

You can add competitors to the competitors list. This list is available to all users when adding or editing opportunity competitors.

Note: The system administrator and users with the appropriate role can access these features.

To add a competitor to the list:

  1. From the Administration menu, click New Competitor.
    The Insert Competitor window opens.
  2. Complete these competitor-related information fields:
    Competitor
    Specify the name of the competitor.
    Account
    Click search_new (Find)and select an account using the lookup.
    Contact
    Click search_new (Find)and select a contact using the lookup. The default is the primary contact for the selected account.
    Phone
    If required, specify the phone number of the competitor.
    Web Address
    Specify the web address of the competitor.
    Rating
    Specify the rating of the competitor.
    Weaknesses
    Specify any weaknesses of the competitor.
    Strengths
    Specify any strengths of the competitor.
    Strategy
    Specify the sales strategy that the competitor uses.
    Notes
    Specify any notes about the competitor.
  3. Click save.png (Save).
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