Review the List of Competitors and Create Additional Ones

Here's how to review the list of competitors you created using Setup Assistant, add more information, and create new ones. The names of the competitors you create are available for selection in opportunities in both CX Sales and Digital Sales.

Here's how to create a competitor in the CX Sales UI. Salespeople enter the names of competitors when they close opportunties in both Digital Sales and CX Sales. However, detailed information about each competitor is available only in the Competitors work area in the CX Sales UI.

1. Click Navigator > Sales > Competitors.

2. To create a new competitor:

   1. On the Review Competitors page, click Create.

   2. In the Create Competitor page, enter the competitor name in the Organization Name field.

   3. You can enter a suffix, such as Ltd. or Co., in the Name Suffix field.

      The suffix is automatically appended to the name in the application.

   4. Select a threat level. Salespeople can use the threat level to filter their competitor searches.

   5. Optionally, enter additional information about the competitor.

      Any additional information you enter is only visible in the Competitors work area. Only the competitor name is visible while selecting competitors in opportunities.

   6. Click Save and Edit.

   7. The application checks to see if any other organizations are potential duplicates. If there are existing companies with a similar name, you can choose to edit one of these instead.

   8. You can enter additional competitor information on the Edit Competitor page.

3. To review or edit an existing competitor, click on the competitor name link.