Add competitors to an opportunity
Capture competitor details for your opportunity so that you can have winning sales conversations with your customer.
Before you begin
Role required: sales_manager
Procedure
- Navigate to List view
Image omitted: list-outline-24.svg
and select **Opportunity - All**.
and select **Opportunity - All**.
From the Opportunity List window, select the opportunity you want to work with and select the Competitors tab.
Select New to start a new opportunity competitor or select an existing opportunity competitor to make changes.
Fill in the fields in the Opportunity Competitor form.
| Fields | Descriptions |
|---|---|
| Opportunity Competitor | |
| Opportunity | The opportunity number starting with the prefix OPTY. |
| Competitor Source | Indicates where the competitor presence originates from in the context of an opportunity and associated product offering. Allowed values:- Existing: When the competitor represents a currently deployed or incumbent solution at the customer. - Other: When the competitor is not currently deployed at the customer. |
| Product Offering | The commercial product selected or evaluated on the opportunity. |
| Company | Competitor or incumbent company name. |
| Product Offering Family | Higher-level grouping or BU/family used for forecasting and analysis. |
| Incumbent | Selected if the vendor or solution is currently deployed at the customer and is being replaced, competed with, or evaluated against for this product offering. |
| Notes | |
| Strengths | Strengths of the competitor. |
| Weaknesses | Weaknesses of the competitor. |
| Work Notes | Internal-only notes for product, sales, or design follow-up. |
Select Save.
The competitor information is added to the main opportunity.
Parent Topic:Using Opportunity Management
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