Stay ahead of the competition by tracking their every move. Learn how to track your competitors and maximize your opportunities with this guide. Track competitors in a pending sale by listing the competitors’ names in the opportunity. You can enter the names of new competitors or choose from a list of competitors defined by your administrator. To access this information, go to the Competitor’s related list of the opportunity.
To add, edit, or delete competitors on an opportunity, you must have Edit access to the opportunity.
Competitor Fields
The fields for competitors help you track your competition as you work to close deals.
A competitor has the following fields, listed in alphabetical order.
- Competitor Name
- Strengths
- Weaknesses
Note: Available in: Salesforce Classic (not available in all org )
Digital Marketing Manager at Cloudvandana Solutions
