Enable Competitors in Leads

Salespeople can manage competitors within leads after you expose some UI elements using Application Composer.

Here are the UI elements you can expose in leads to support managing competitors. Note that all of these UI elements are hidden by default.

Competitors subtab: Enable the Competitors subtab within the Edit Lead page.
Primary Competitor field: Enable the Primary Competitor field in the Edit Lead page. Note you likely want to enable either the Competitors subtab or the Primary Competitor field, but not both at the same time.

For more information about how salespeople manage competitors, see the related topics.

Add the Competitors Subtab to the Edit Lead Page

Here's how to add the Competitors subtab to the Edit Lead page:

Ensure you're working in an active sandbox.
Navigate to Application Composer.
Under Standard Objects, navigate to Sales Lead > Pages.
In the Sales Lead: Pages page, ensure that the Application Pages tab is active.
In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.
Type a new layout name and click Save and Edit. The Details Layout page appears.
In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon. The Configure Subtabs dialog box appears.
Move Competitors from the Available Subtabs to the Selected Subtabs window.
Click OK.
Back in the Details Layout page, click Done.
Be sure that the layout status for your user-defined layout is Active.
Validate the change by navigating to the edit opportunity page as a sales user, such as a salesperson, and ensure that you can see the Competitors subtab in the Edit Lead page.
Publish the sandbox following your company's practices.

Here's how to add the Primary Competitor field to the Edit Lead page:

Ensure you're working in an active sandbox.
Navigate to Application Composer.
Under Standard Objects, navigate to Sales Lead > Pages.
In the Sales Lead: Pages page, ensure that the Application Pages tab is active.
In the Details Page Layouts region, select the Standard Layout in the table and then click the Duplicate icon. The Duplicate Layout dialog box appears.

Note that you may be using a different layout than the default one. If this is the case, then select the appropriate layout.
Enter a name for the new layout and click Save and Edit. The application returns you to the edit page for the new layout.
In the Summary region, click the edit icon.
In the Details Layout: <Layout>: Edit Summary page, find the Primary Competitor field in the Configure Detail Form region. Move the field from the Available Fields window to the Selected Fields window.
Click Save and Close.
Validate the change by navigating to the edit lead page as a sales end user, such as a salesperson, and ensuring that you can see the applicable field in the edit page.
Publish the sandbox following your company's practices.