Add a Competitor to an Opportunity

You can view and add competitors to an opportunity from the Competition tab. Competitors are other firms that are pursuing the opportunity.

The grid on this tab displays the competitors that are currently associated with the opportunity. Incumbents are displayed in bold text. You can edit the strengths and weakness of those competitors, and you can add other firms as competitors.

To add competitors for an opportunity:

1. In the Navigation pane, go to the Hubs section and select Opportunities.
2. Use the search field above the opportunity name to search for and select the opportunity.
3. Click the Competition tab.
4. Click + Add Competition below the grid.
5. In Name, enter or select a firm. If the firm has not yet been added, click + New Firm at the bottom of the drop-down list and add it.

   Click the name's blue link to display the info bubble. If the row is in edit mode, you cannot display the info bubble. In that case, click anywhere outside the row to take it out of edit mode and then click the name. To view more information about the firm, click More...

6. In the Strengths and Weaknesses fields, enter a description of the competitor's strong points and also areas in which the firm is weak.
7. Click Incumbent check box if the competitor is an incumbent for the contract opportunity.
8. In Notes, enter text that provides additional information about the firm.
9. Move off the competitor record's row to automatically save the competitor's record.