View and Update Competitors for an Opportunity
Use the Competition tab in the Opportunities area to view and update a list of the other companies 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 companies as competitors.
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.
-
Click
to go to the Opportunities area.
- Use the search field immediately above the opportunity title to select the opportunity.
- Click the Competition tab.
-
To add a competing
company, do the following:
- Click + Add Competitor below the grid.
-
Select the
company in
NAME. Type one or more characters from the
company name to select from a list of
companies whose names contain those characters, or click
to select from the full list of
companies. 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.
-
In
STRENGTHS, enter a description of the competitor's strong points.
Click
in
STRENGTHS if you want to display the complete text of a longer description.
-
In
WEAKNESSES, enter a description of the areas in which the competitor is weak.
Click
in
WEAKNESSES if you want to display the complete text of a longer description.
-
To view or enter additional information about the competitor or to identify the competitor as the incumbent for the contract, do the following:
-
Hover over the row, and click
to display the Competitor Information dialog box.
- In NOTE, enter any additional information about the competitor.
- If the competitor is an incumbent for the contract, select Incumbent.
- Click Save.
-
Hover over the row, and click