Search for Pipeline Competitors

Use Pipeline Competitor in the CRM Setup submodule in the Settings module to search for pipeline competitors.

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

To search for a pipeline competitor:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the pipeline competitor for which you are looking.
3. In the left pane of the Settings page, click CRM Setup > Pipeline Competitor.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the pipeline competitor.