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Use this form to define, modify, view, or delete competitors.

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.