Enter Business Opportunity Competitors
Explanation
This activity is used to enter competitors. The purpose of entering competitors for the business opportunity is to have
default competitors for the opportunity lines. The competitors are entered on
the CRM
Basic Data/Competitors tab. When opportunity lines are added, the
competitors are copied to the lines. It is possible to change the competitors on
the opportunity line level.
Prerequisites
- The business opportunity header must have been entered and saved.
- Competitors must have been entered on the CRM
Basic Data/Competitors tab.
System Effects
As a result of this activity, a default competitor is saved for the
business opportunity line.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Business Opportunity/Competitors
Procedure
- Open the Business Opportunity/Competitors
tab and create a new record.
- Enter the ID for the competitor in the Competitor ID field or
select one from the List of Values. The competitor name is automatically
retrieved.
- Enter the ID for the competitive reason in the Competitive ID
field or select one from the List of Values. The description of the competitive
reason is retrieved.
- Save when completed.
Optional steps (remember to save your entries):
- You can enter a short note in the Note column.
- You can select one or several main competitors by selecting the check
box in the Main Competitor field.