A competitor is any individual or organization who is selling
goods or services in the same industry as your organization. When
adding or editing an opportunity, sales representatives can select
from a list of competitors that you define.
Using this information, you can track which other parties
are competing for your opportunities and whether your organization
is winning or losing to them.
-
Click Configuration on the navigation pane.
- Expand Application Appearance, and
then double-click Customizable Menus.
The Customizable Menus tree opens on the content pane.
- Expand the System Menus folder.
- Click Competitors to display the
editor.
- Do one of the following:
- To add a competitor, click New.
- To add a new competitor directly below an existing competitor
in the tree, select the existing competitor and click New.
- To edit a competitor, click it in the tree.
- Enter a name for a new competitor or edit an existing one
in the Label column.
The corresponding field in the Label column in the Interface
Visibility section is populated or revised as you type.
-
If you do not want the competitor to be visible on the interface, clear the
Visible check box.
- Click Save.