Removing a Competitor from an Opportunity

You can remove a competitor from an opportunity if that company is no longer competing for the sale, or was selected by mistake. You can delete competitors from the Insert Opportunity window, or the Opportunity detail view. Deleting a competitor only changes the competitor's association with a particular opportunity. The competitor is not deleted from the database.

To remove competitors from the Insert Opportunity window

  1. Click Sales on the Navigation Bar.
  2. Click Opportunities. The Opportunities list view is displayed.
  3. Click on the account manager name. The Opportunities detail view is displayed.
  4. Click the Competitor tab in the More Tabs.
  5. Click the Delete option.

To remove competitors from the Opportunity Detail view

  1. Click the Competitors tab in the More Tabs.
  2. Click Delete next to the competitor that you want to remove from the opportunity.
  3. Click OK.
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