Bookshelf v7.5: Associating a Competitor with an Opportunity

Associating a Competitor with an Opportunity

Associating a competitor with an opportunity notifies the sales team about the competition for the deal and provides the team with a link to the information it needs to deliver a consistent, winning sales strategy.

To associate a competitor with an opportunity

Navigate to the Opportunities screen.

In the Opportunities list, select the opportunity, and then click the Competitors view tab.

In the Competitors list, click New.

In the Add Competitors dialog box, select the competitor and then click OK.

In the Competitors list, complete the fields.

TIP: Drill down on the hyperlink in the competitor Name field to navigate to the Competitors screen to obtain more information.

The following table describes some of the fields.


Field	Comments
Comments	A text field that allows you to record additional information about the competitor.
Name	Displays the competitor's company name as a hyperlink.
Primary	A check box which, when selected, indicates that the competitor is the primary rival for the deal.
Status	A list of values established by your company that allows you to specify the prospect's interest level in the competitor's offerings. Default values include Some Interest, Evaluation in Progress, Existing Relationship, and Not Satisfied.
Threat	A list of values established by your company that allows you to specify the value of the competitor's threat. Default values include 1-Low, 2-Medium, 3-High, 4-Very High.