Adding a New Competitor

  1. On the Competitors form, select Actions > New.
  2. 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.
  3. On the General tab, specify a description of the competitor and the products they offer.
  4. On the Address tab, specify the address information for the competitor.
  5. 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.

  6. The grid on the Opportunities tab lists any opportunity associated with the competitor.
  7. 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.
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