Opportunities Competition Tab

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

Contents

If you import an opportunity from GovWin IQ, you have the option to also import competitors that are associated with that opportunity. If you do, those competing companies automatically display on this tab along with competitors that you add yourself.

If custom fields are defined for this tab on the Fields & Tabs tab in the Customization area of the Configuration workspace, those fields display below the competitors grid. As with standard fields, you must make entries in any required custom fields.

Field Description
NAME

This column displays the name of a competing company that is pursuing the opportunity.

Click the name to display a tooltip containing company information: market, primary location, phone number, and company status. Click More in the tooltip to display the full company record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)

To specify a new competitor, either click to select the company from the full list, or type one or more characters from the company name in the NAME field to select from a list of company names that contain those characters. If the company has not yet been added in Deltek CRM, you can click + New Company at the bottom of the selection list to display the Add Company form and add the company.

STRENGTHS

This column displays the competitor's strong points.

To add or change this information, click or tab into the field and enter the text.

Click in STRENGTHS if you want to display the complete text of a longer description.

WEAKNESSES

This column displays the areas in which the competitor is weak.

To add or change this information, click or tab into the field and enter the text.

Click in WEAKNESSES if you want to display the complete text of a longer description.

To enter or view additional notes about the competitor or to identify the competitor as the incumbent, hover over the grid row and click at the end of the row. In the Competitor Information dialog box, enter your notes in NOTE, and select Incumbent if the competitor is competing for the contract as the incumbent. Click in NOTE to display toolbars that provide editing and formatting options:

  • Bold, italic, underline, strikethrough
  • Numbered lists
  • Bulleted lists
  • Text indent and alignment
+ Add Competitor To add another competitor for the opportunity, click this link, select the company, and enter its strengths and weaknesses in the fields provided.