Add competitors to an opportunity

Capture competitor details for your opportunity so that you can have winning sales conversations with your customer.

Before you begin

Role required: sales_manager

Procedure

1. Navigate to List view and select Opportunity - All.
2. From the Opportunity List window, select the opportunity you want to work with and select the Competitors tab.
3. Select New to start a new opportunity competitor or select an existing opportunity competitor to make changes.
4. Fill in the fields in the Opportunity Competitor form.

   Table 1. Opportunity Competitor form

   Fields	Descriptions
   Opportunity Competitor
   Opportunity	The opportunity number starting with the prefix OPTY.
   Competitor Source	Indicates where the competitor presence originates from in the context of an opportunity and associated product offering. Allowed values: Existing: When the competitor represents a currently deployed or incumbent solution at the customer. Other: When the competitor is not currently deployed at the customer.
   Product Offering	The commercial product selected or evaluated on the opportunity.
   Company	Competitor or incumbent company name.
   Product Offering Family	Higher-level grouping or BU/family used for forecasting and analysis.
   Incumbent	Selected if the vendor or solution is currently deployed at the customer and is being replaced, competed with, or evaluated against for this product offering.
   Notes
   Strengths	Strengths of the competitor.
   Weaknesses	Weaknesses of the competitor.
   Work Notes	Internal-only notes for product, sales, or design follow-up.

5. Select Save.
   The competitor information is added to the main opportunity.

Related concepts

• Install and configure Opportunity Management
• Opportunity Management