Modifying an opportunity competitor

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

To modify an opportunity competitor:

  1. Access the Edit Opportunity Competitor window:
    1. Click the Edit hyperlink for the competitor you require to modify from the Opportunity detail view Competitors tab.
    2. Click the Edit hyperlink for the competitor you require to modify from the Insert Opportunity window.
  2. Specify a number in the Rating field if you require to modify the competitor rating.

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

  3. Select Incumbent to identify the competitor as the incumbent.
  4. Specify the competitor Strengths and Weaknesses in the fields provided.
  5. Specify any notes about the competitor strategies in the Strategy field.
  6. Specify additional information about the competitor in the Notes field.
  7. Click OK.
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