Add or remove a competitor

Can I do this task?

You can add a known 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 you track other companies who are competing against you for a potential sale. If you determine that the competitor you have associated with an opportunity is no longer a threat to making the sale, then you can disassociate that competitor from the opportunity without deleting the competitor from Microsoft Dynamics CRM Online.

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the list of opportunities, open the opportunity to which you want to add or remove a competitor.
3. Under Sales, click Competitors.
4. On the Actions toolbar, click Add Existing Competitor.
5. Locate and select the competitor or competitors.
6. Click Save or Save and Close.

Note

To disassociate a competitor from an opportunity, first open the appropriate opportunity, and then under Sales, click Competitors. On the Actions toolbar, click More Actions, and then click Remove. In the confirmation message, click OK.