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
Vision 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. On the Print Preview form, click
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 grid 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 the 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.
|