Using the Competitor detail view

Use the Competitor detail view to see, add or modify information for a selected record.

Note: 
  • The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?
  • The workspace can be different based on the access rights or if the installation is customized.

To access the Competitor detail view, select Administration from the Navigation Bar and click Competitors to access the Competitors list view. If required, use the Lookup to locate a competitor, and click the competitor name. See Using lookup

On this page you can:

  • Click List View or select the current group tab to display the list view.
  • Use the Lookup to search for records. See Using lookup
  • REeview a group. See What are Groups?
  • Use the Task Pane group list or common tasks. See Using the Task Pane

The Task Pane contains the Common Tasks section. In this section, you can:

Information fields

You can specify this information:

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