---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add competitors

# Add competitors to an opportunity {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.  
   {#opportunity-management-competitors-tab__table_orf_nx5_c1c__entry__2}

   | 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. {#opportunity-management-competitors-tab__ul_k3w_jhx_j3c} |
   | 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. |
   [Table 1. Opportunity Competitor form]

   {#opportunity-management-competitors-tab__table_orf_nx5_c1c}
5. Select Save.  
   The competitor information is added to the main opportunity.
**Related concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/jPfUUK9UnBg8EPVmxlXzVg "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/3CKu_fWwRYC8ZxOAnU~6xw "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")