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Opportunity Competitors

Use this view to add, edit, or remove competitors associated with an opportunity and to help you plan your strategy.

How Do I?

Open this view

• This view appears on the Insert Opportunity view and as a tab on the Opportunity Detail view. If the tab is not visible, click the More Tabs tab

Add a competitor to an opportunity

1. Click Include Competitor.
2. Locate and select the competitor using the lookup.
3. Click OK.

Edit opportunity competitor information

Remove a competitor from an opportunity

This view contains the following columns:

• Competitor - Displays the competitor's name.
• Rating - Displays the competitor's ranking for the current opportunity.
• Weaknesses - Displays the competitor's areas of weakness.

Related Topics

Opportunities Overview>