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

1. Open the Business Opportunity/Competitors tab and create a new record.
2. 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.
3. 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.
4. 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.