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Back to Leads Main Page

Excerpt
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Learn how you can to configure Leads Competitors

What does this section cover?

Lead Competitors

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Table of Contents

Table of Contents
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What are Leads

Navigating to Lead Competitors

Info

CONFIGURATION > CRM APPLICATION > LEADS > SET UP COMPETITORS 

What are Lead Competitors?

The Leads Competitors define possible competitors Use Lead Competitors to define possible Competitors that can reach the same Lead for the same product/goal.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsGeneral
  • Not Applicable
Create
  • All mandatory fields must be defined
    • Multiple Lead Competitors can exist in the system

    Product/Goal.

    • Navigate to Lead Competitors and explore existing entries via the Summary page.  
    • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
    • Use the Actions Menu to create a NEW Lead Competitors, modify (EDIT) or DELETE  an existing one.  
    • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Lead Competitors

    Check the Validations Table below for a list of available Actions when working with Lead Competitors, including each Action's related validations. View the Attributes Table for a comprehensive description of the Lead Competitors fields.

    Lead CompetitorsImage Added

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    validations
    validations
    Validations

    ActionValidations
    Create
    • Mandatory Fields must be defined.
    • Multiple Lead Competitors can be present in the System, but each one should have a unique nameName.
    Edit
    • All mandatory fields Mandatory Fields must be defined.

    Anchor
    attributes

    Delete

    attributes

    • Not Applicable
    Leads Competitors attributes 

     Attributes

    An * indicates a field is mandatory.

    website of the Competitor

    Name

    Description

    Main Information
    NumberAn auto-generated number that uniquely identifies the competitorthe Lead Competitor.
    Name*The name Name of the Lead Competitor.
    WebsiteThe Competitor's Website (if applicable).
    DescriptionA description for the Competitor

    Defining your own Leads Competitors tailored to your company's needs

  • Navigate to CONFIGURATION > CRM APPLICATION > LEADS > SET UP COMPETITORS 
    • Either search for an existing one or from the Top Menu click on NEW 

  • MAIN INFORMATION 

    1. Provide the required information

      1. Name
      2. Website
      3. Description
        Configuring Lead CompetitorsImage Removed

  • LOG INFORMATION

    • Include PageLog Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Leads Competitors

    Include PageDeleting a record - GlobalDeleting a record - Global

     

    .
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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