About Sales Competitors

The sales organization can track and analyze the impact competitors are having on sales by recording the competitors in each opportunity. By default, the sales application requires salespeople to enter the primary competitor whenever they close an opportunity. Unless you changed that default, you must create the list of competitors to enable opportunity closing.

To create the list of competitors, you're only required to enter competitor names. However, you can track more details about each competitor in the Competitors work area. You can enter company details, including its line of business, and status.

The Opportunities tab automatically displays all of the opportunities where that competitor has been selected as the primary competitor. Access to the Competitors work area is restricted to users with the Sales Administrator job role. However, sales managers and others in the sales organization can access preconfigured reports to view the effects of the competitors entered in opportunities.

Setup Assistant and Competitors

You can create up to 15 competitors using Setup Assistant. For each competitor you can enter:

• Name and suffix

• Line of business

• Threat level

• Organization size

You must go to the Competitors work area in Sales to enter the other details.