Adding a Sales Opportunity Competitor

System allows users to add all the competitors for a particular Sales Opportunity including their threat level and who won the sales.

  1. User just clicks the plus (+) symbol button near the Sequence No. field to add new line.
    Applying discount to total amount due
  2. Search for competitor by clicking the magnifying glass next to Competitor input field and search by Competitor Name. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.
    Applying discount to total amount due
    Applying discount to total amount due
  3. After clicking the search button, all results are displayed below the Competitor ID search criteria. Select from search results.
    Applying discount to total amount due
  4. The Competitor search page will be automatically closed and the selected record is loaded on Competitor field.
    Applying discount to total amount due
  5. User must select the Threat Level value from available values from the list.
    Applying discount to total amount due
  6. User can check the Deal Won checkbox if any of the competitors already won the sales opportunity.
    Applying discount to total amount due
  7. User may provide value on optional Remarks field