Add-a-competitor-to-an-Account

Competitors are other companies that are in competition to win the current Account. You can add multiple competitors to an Account; select Companies; Households; or Contacts as competitors. If you later lose the Account; you can select the competitor who won while closing the Account.

You can add any Contact List entry as a competitor in an Account. You can also add a note about the competitor. While searching for the entry; you can restrict the search to only Contact List entries that are set as competitors.

1. Click on the Account to make it the current entry.

1. In the following pane; select the Details tab; and click Edit.

1. Next to Competitors; click Assign competitor.

• The Select Competitor dialog box opens.

1. Search for the competitor by last name or company name.

1. Select the entry and click OK.

1. Optionally; in the Comment box; enter a comment for the competitor.

1. Click Save.