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Using the Competitor Detail view

Use the Detail view to see, add or edit information for a selected record.

How Do I?

Open the Competitor Detail view

• On the Navigation Bar, click Administration, and then click Competitors to open the Competitors List view. If necessary, use the Lookup to locate a competitor, and then click on the competitor's name.

Use the Lookup to search for records

Switch to the List view

• On the toolbar click the List View button.

Use the Task Pane group list or common tasks

View a group

Use common tasks

On the Task Pane, under Common Tasks, you can:

• Add to Group
• Remove from Group

Information Boxes

• Competitor - Displays the competitor's name.
• Account - Click the Find button and select an account using the lookup.
• Contact -Click the Find button
• Phone - Enter or edit the competitor's phone number.
• Web Address - Enter or edit the competitor's Web address.
• Rating - Enter or edit the competitor's rating.
• Weaknesses - Enter or edit the competitor's weaknesses.
• Strengths - Enter or edit the competitor's strengths.
• Strategy - Enter or edit the sales strategy that the competitor uses.
• Notes - Enter or edit any notes about the competitor.

Related Topics

Adding a Competitor to the List

Deleting a Competitor from the List