Adding opportunity-to-competitor relationship

Business area and competitor records must exist on M3 CLM.

  1. Open an opportunity.
  2. Select the Competitor tab and click Add.
  3. Select the Competitor Role Type and Competitor.
  4. Click Save.

    You can view the competitor details by clicking the Competitor name hyperlink from the list. To view or update the opportunity-to-competitor relationship, click the drill down button.