Customer Forum

How do I add a competitor?

Workbooks Support Posted: 2011-01-18 17:19

How do record that a person or organisation is a competitor?

Workbooks Support Posted: Tue, 18.01.2011 - 18:33

You can record that an Organisation on your database is in competition with your Organisation (or with any another Organisation on your database).  In addition, you can record that one of your Competitors is competing with you to win a specific Opportunity.  

If you know and record this information you can report on it so to give you a much fuller picture of how your business is performing.

To create a Competitor relationship with your Own Organisation, open your Own Organisation's record and then open the Organisations tab.  Click Add Relationship and from the dropdown menu choose Competitor of, which will open the Add Organisations window.

Enter part of the name of the Organisation you want to define as being your competitor and hit <Enter> to search for that Organisation name.  In the lower part of the screen tick the checkbox next to the right name and click Add.

To record that an Organisation is your Competitor in a specific Opportunity, open the Organisations tab on the relevant Opportunity record, click Add Competitor and proceed as above.  The only Organisation's you'll see listed to choose from will be ones which have already been designated as being your Competitors.

Tigya (Workbooks Online) Posted: Thu, 28.12.2017 - 11:08

Adding Own Organisation Relationship from the customer:

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Adding a Competitor relationship on an Opportunity:

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