Editing an Opportunity Competitor

You can modify the data related to competitor from the Edit Competitor window, after adding a competitor to an Opportunity.

  1. Click Opportunities in the navigation pane. The Opportunities list page is displayed.
  2. Click the opportunity name. The Opportunity details page is displayed.
  3. Expand the Competitors related section.
  4. Click opportunity competitor name or Edit corresponding to the required opportunity competitor. The Edit Opportunity Competitor window is displayed.
  5. Specify the required information:
    Competitor
    The name of the competitor.
    Rating
    The rating of the competitor.
    Strengths
    The strength of the competitor.
    Strategy
    The strategy used by the competitor.
    Web Address
    The website address of the competitor.
    Incumbent
    Select this check box to identify this competitor as an incumbent.
    Weaknesses
    The weaknesses of the competitor.
    Notes
    The additional information related to the competitor.
  6. Click OK.