Tasks that
use this form
Define competitors
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
Upper pane
Tab |
Description |
---|---|
|
View or enter competitor names and descriptions. |
|
View the information about the selected competitor. |
Lower pane
Tab |
Description |
---|---|
|
View or enter the contact information for a competitor. |
|
View or enter the competitor contacts. |
|
View or enter the address of the competitor. |
|
View or enter a SWOT analysis of the competitor. |
|
View or attach documents to a competitor record. |
|
View opportunity records related to the competitor. |
Buttons
Lower pane
Button |
Description |
---|---|
|
View all competitor records related to the selected tab. |
|
View a map of the competitor's address. |
Fields
Field |
Description |
---|---|
|
View or select the name of the competitor company. |
|
Enter a brief description of the company's competitor. |
|
View or select the communication type for the competitor. |
|
View or select the status of the competitor. |
|
Enter the method of communication with the competitor. |
|
Select this check box to include a note for this record. |
|
View the contact's ID. |
|
View or select the competitor contact. |
|
View or enter the competitor contact's phone number. |
|
View or enter the main contact for the competitor. |
|
Select this check box to indicate that the competitor is inactive. |
|
View or attach documents to the competitor record. |
|
View or enter the name of the competitor contact. |
|
View or select the address type for the competitor contact. |
|
View or enter the street name where the competitor contact is located. |
|
View or enter the ZIP/Postal Code where the competitor contact is located. |
|
View the city where the competitor contact is located. |
|
View the county where the competitor contact is located. |
|
View the state where the competitor contact is located. |
|
View the country/region where the competitor contact is located. |
|
View or enter the product in competition with your competitor. |
|
View or select the SWOT analysis type. |
|
View or enter a brief description of the SWOT analysis. |
|
View the date the document was created. |
|
View the contact ID of the document's author. |
|
View or enter the contact information for the author of the document. |
|
View or enter a brief description of the document. |
|
View or select the type of document that is attached. |
|
View or select the file extension type of the document. |
|
View the author of the attached document. |
|
View or select whether the competitor won the opportunity. |
|
View the opportunity record ID. |
|
View the subject of interest for the opportunity. |