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Setting Up Sales Competitors

This topic discusses how to:

Page Name

Definition Name

Usage

Role Type Page

BO_ROLE_TYPE

Set up the role type Competitor, which you can apply to various sales competitors.

Configure Relationship Views Page

BO_REL_VWCFG

Configure the competitor relationship.

Company Page

RD_COMPANY_MAIN_2

Create companies as sales competitors.

Use the Role Type page (BO_ROLE_TYPE) to set up the role type Competitor, which you can apply to various sales competitors.

Navigation

select Set Up CRM, then select Common Definitions, then select Customer, then select Role Type, then select Role Type

Set up the role type Competitor to identify the relationship of an external company or consultant with whom you compete for sales.

See Defining Role Types and Role Categories.

Use the Configure Relationship Views page (BO_REL_VWCFG) to configure the competitor relationship.

Navigation

select Set Up CRM, then select Common Definitions, then select Customer, then select Configure Relationship Views, then select Configure Relationship Views

You must also configure the competitor relationship before you apply it to competing businesses.

See Configuring the Relationship Viewer.

Use the Company page (RD_COMPANY_MAIN_2) to create companies as sales competitors.

Navigation

select Customers CRM, then select Company

Enter information about the external companies or consultants that you set up as competitors.

See Company - Summary: Details Page.