Add New Pipeline Competitors

Use the Pipeline Competitor Types submodule to add new pipeline competitors.

To use the Pipeline Competitor submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new pipeline competitor:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new pipeline competitor.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Competitor.
4. On the grid toolbar, click Add new competitor .
5. In the Add a Competitor dialog box, select a pipeline competitor from the drop-down list.
6. If the pipeline competitor that you want to add is not in the drop-down list, you can click Create resource to add a name.
7. In the Add New Resource dialog box, enter the name and a set of initials and click OK.
8. Select the pipeline competitor that you added from the drop-down list.
9. Click OK.