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

1. Navigate to the Opportunities screen, then the Opportunities List.
2. Drill down on the Opportunity Name field for the opportunity record to which you want to add a competitor.
3. Navigate to the Competitors view.
4. In the Competitors list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   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.