Add competitors to an opportunity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Capture competitor details for your opportunity so that you can have winning sales conversations with your customer.

    Before you begin

    Role required: sales_manager

    Procedure

    1. Navigate to List view Lists tab.and select Opportunity - All.
    2. From the Opportunity List window, select the opportunity you want to work with and select the Competitors tab.
    3. Select New to start a new opportunity competitor or select an existing opportunity competitor to make changes.
    4. Fill in the fields in the Opportunity Competitor form.
      Table 1. Opportunity Competitor form
      Fields Descriptions
      Company The company's name that is a competitor.
      Opportunity The opportunity number.
      Strengths Strengths of the competitor.
      Weaknesses Weaknesses of the competitor.
    5. Select Save.
      The competitor information is added to the main opportunity.