Adding a competitor to the list

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

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To add a competitor to the list:

  1. Click New Competitor from the Administration menu. The Insert Competitor window is displayed.
  2. Specify this information:
    Competitor
    The name of the competitor.
    Account
    Click Find and select an account using the lookup. See Finding records.
    Contact
    Click Find and select a contact using the lookup. The default is the primary contact for the selected account.
    Phone
    The phone number of the competitor.
    Web Address
    The web address of the competitor.
    Rating
    The rating of the competitor.
    Weaknesses
    The weaknesses of the competitor.
    Strengths
    The strengths of the competitor.
    Strategy
    The sales strategy that the competitor uses.
    Notes
    The notes about the competitor.
  3. Click Save.
Related topics