Siebel Applications Administration Guide > Competitors >
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, then the Opportunities List.
- Drill down on the Opportunity Name field for the opportunity record to which you want to add a competitor.
- Click the Competitors view tab.
- In the Competitors list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
|
|
Primary |
Select this check box to indicate that the competitor is the primary rival for the deal. |
Name |
Select the competitor's company name. You can drill down on this field to navigate to the Competitors screen to obtain more information about the competitor. |
Threat |
Select a value established by your company to specify the value of the competitor's threat. Default values include 1-Low, 2-Medium, 3-High, 4-Very High. |
Status |
Select a value established by your company 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. |
Comments |
Type additional information about the competitor. |
|