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Tracking Partners and Competitors of Opportunities

Oracle CRM On Demand provides areas where you can track information about partners or competitors of your opportunities. For example, you might want to track which companies (accounts) you do business with for Opportunity XYZ or which companies (accounts) you compete with for Opportunity XYZ.

To do so, first link the account acting as your partner or competitor to the opportunity record. (You can link as many partner or competitor accounts as you want.) Then add information to the Opportunity Partner or Competitor Edit page about the partner or competitor, such as its strengths and weaknesses.

Before you begin. Create an account record for each partner or competitor you want to link to your opportunity. For information on adding records, see Creating Records.

To track partner and competitor information of opportunities

  1. Select the opportunity.

    For instructions on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, scroll to the Opportunity Partners or Opportunity Competitors section and do one of the following:
    • To link an account, click Add.
    • To update information, click the Edit link next to the existing partner or competitor.
  3. On the Opportunity Partner or Opportunity Competitor Edit page, enter the required information.

    The following table describes some field information for tracking partner or competitor information.

    Field

    Comments

    Opportunity Partner

    Click the Lookup icon, and select the account whose relationship and information you want to track as your partner with this opportunity. This is a required field.

    Opportunity Competitor

    Click the Lookup icon, and select the account whose relationship and information you want to track as your competitor for this opportunity. This is a required field.

    Role

    Select an option that defines the relationship between your opportunity and this account. This is a required field.

    Reverse Role

    Select the option that defines the reverse relationship or role. This is a required field.

    Start Date

    Use this field to record the start date of a partnership. The default is today’s date. This is a required field.

    End Date

    Use this field to record the expiration date of a partnership.

    Primary Contact

    Key partner or competitor contact for this opportunity.

  4. Save the record.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.