Competition Tab of Opportunity Info Center

Use the Competition tab to create and maintain a list of companies that are pursuing the opportunity.

Contents

A competitor's record must exist in the Ajera CRM database before you can associate it with an opportunity record.

Competition Grid

Use the Competition grid to associate competitors with an opportunity.

Field	Description
Competition Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a competitor to the grid. When you click this option, the Client lookup displays. Use this lookup to select the competitor for the opportunity. You can only associate a competitor one time on the Competition grid.
Remove	Highlight a row in the grid and then click this option to remove the competitor from the grid.
Name	This field displays the name of a competing company that is pursuing the opportunity. Click the name to open the record in the current browser window and view additional information about the company. Alternatively, right-click the name and click the Open in new window option to open the record in a separate browser window.
Strengths	Enter information about the competitor's strong points. Click Edit to use the Text Editor to enter information.

Field	Description
Weaknesses	Enter information about areas in which the competitor is weak. Click Edit to use the Text Editor to enter information.
Incumbent	Select this checkbox if the competitor is competing for the contract as the incumbent. You can designate more than one incumbent.
Notes	Enter additional information about the competitor, as needed. Click Edit to use the Text Editor to enter information.