Contents of the Manage Competitors Screen
Use the fields and options to configure the Manage Competitors screen.
Contents
Field | Description |
---|---|
Competitor ID | Enter a unique competitor ID, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Competitor IDs check box is selected on the Configure Contract Management Settings screen. |
Name | Enter the name of the competitor. |
Location | Enter the location of the competitor. |
Incumbent | Select this check box if this is an incumbent competitor. |
Competitor Status |
Select the status of the competitor. Valid values are Active and Inactive. If you select Inactive, this competitor will not be available in the lookup within an opportunity record, but you can manually enter the competitor ID. If this competitor is active and linked to an opportunity, and you updated its status to Inactive, the opportunity will remain linked to this competitor. |
Default Size |
Select the size of the competitor. Valid options are:
|
Comments | Enter comments and other relevant information about to the competitor. |
Strengths & Weaknesses | Enter the strengths and weaknesses of the competitor. |
Parent Topic: Manage Competitors