Add or remove a competitor

Can I do this task?

Add a competitor A company or organization that might compete for sales opportunities with your business unit. Competitor records can be linked to opportunity, product, and sales literature records so that they are available when you are competing for a sale. to an opportunity record to help track companies competing for sales. When a competitor no longer threatens a sale, you can disassociate it without deleting it from Microsoft Dynamics CRM.

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the list of opportunities, open the opportunity you want.
3. In the Navigation Pane, under Sales, click Competitors.
4. Under List Tools, on the Competitors tab, in the Records group, click Add Existing Competitor.
5. Locate and select the competitor or competitors, and then click OK.
6. Click the Opportunity tab. Click Save or Save and Close.

Note

To disassociate (remove) a competitor from an opportunity, open the opportunity, and then in the Navigation Pane, under Sales, click Competitors. Select the competitor that you want to remove. Under List Tools, on the Competitors tab, in the Records group, click Remove. In the confirmation message, click OK.