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On the Competitors form, select .
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Specify this header information:
- Competitor
- After saving, the system populates a unique number that identifies
the competitor within the system. You can assign a prefix on the CRM
Parameters form.
- Name
- Specify the name of the competitor.
- Internet URL
- Specify the web site of the competitor.
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On the General tab, specify a description
of the competitor and the products they offer.
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On the Address tab, specify the address
information for the competitor.
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On the Contacts tab, select the primary
contact for the competitor.
To add or edit a contact, click Add Contact
or Edit Contact to launch the Contacts form. All of the possible contacts
for this competitor are displayed in the grid.
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The grid on the Opportunities tab lists
any opportunity associated with the competitor.
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Save the record.
Use the buttons on the form as described here:
- Click Contacts to open the
Contacts form, filtered to those referencing the competitor.
- Click Opportunities to open the
Opportunities form, filtered to those referencing the
competitor.