Adding competitor relationship

Business area and competitor records must exist on M3 CLM.

To add a business area and competitor, see Creating a business area and Adding a competitor.

  1. Open an account.
  2. Select Competitor.
  3. Click Add.
  4. Specify the account competitor information.
  5. Click Save. You can view the competitor details by clicking the Competitor name hyperlink from the list.
    To view or update the account-to-competitor relationship, click the drill down button.