Search for Pipeline Competitors

Use the Pipeline Competitor Types submodule to search for 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 search for a 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 containing the pipeline competitor that you are looking for.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Competitor.
4. On the grid toolbar, use the Search field to enter a keyword associated with the pipeline competitor.