Siebel eHealthcare Guide > Companies > Administrator Procedures >

Managing Competitor Information

Effective sales and marketing requires that your employees have up-to-date and consistent information about the competition and their products. This section describes how to administer information about competitors and competitive products within the Companies screen.

To indicate that a company is a competitor

  1. From the application-level menu, choose View > Site Map > Data Administration > Companies.
  2. In the Company list, add or select a company.
  3. In the Company form, click the show more button.
  4. Select the Competitor check box to add the company to the Competitor's list.

    5. The company appears in the Competitor's list. The Competitor's list is available in the Competitors screen and related screens, such as Opportunities.

NOTE:  Non-administrators can specify that a company is a competitor by selecting Competitor from the Type drop-down list. However, selecting Competitor from the Type drop-down list does not add the company to the Competitor's list as seen on the Competitor's screen or in the Pick Competitors dialog box, which is accessible on related screens, such as Opportunities.

When a company has been indicated as a competitor, you may want to add document files of comparative and competitive literature. For more information, see the chapter on literature administration in Siebel Applications Administration Guide.


 Siebel eHealthcare Guide 
 Published: 04 June 2003