How do I set up a list of my Competitors?

The list of Competitors you create here are used on Sales Opportunities to allow you to allocate known competition on potential sales deals. This can be useful for reporting purposed. To set up competitors go to:

System > CRM > Competitors

• Click the ‘Add’ button
• On the resulting window, type in the name of the Competitor you want to add
• Click OK to finish
• You can easily amend existing Competitors in the same way using the ‘Edit’ button
• Similarly, you can delete a Competitor using the ‘Delete’ button

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