Tracking Obstacles to a Sale
The Obstacles window lets you track competitors or other issues that might affect your ability to win a sale.
1. Select the Obstacles sub tab.
2. Enter information about the companies you are competing against for this opportunity in the Competitors region.
Your implementation team may define a standard list of competitors and products.
3. Enter other issues that might affect the sale in the Other Issues region.
Your implementation team may define a standard list of issues. If so, use the list of values to select an issue.
4. Choose Save on the toolbar to add information about your competitors to the database.
To track obstacles to a sale: