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Learn how you can configure Leads Competitors |
What does this section cover?
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What are Leads Competitors?
Leads Competitors is a set ......The Leads Competitors define possible competitors that can reach the same Lead for the same product/goal.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | RestrictionsAdditional Information | |
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| Create | |||
| Edit | |||
| Delete | |||
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| Create |
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| Edit |
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| Delete |
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Leads Competitors attributes
Name | Description |
|---|---|
| NumberNumber | An auto generated number that uniquely identifies the competitor |
| NameName* | ... |
| Alternative code* | ... |
| The name of the Competitor | |
| Website | The website of the Competitor |
| Description | A description for the Competitor |
Defining your own Leads Competitors tailored to your company's needs
- Navigate to PATH
CONFIGURATION > CRM APPLICATION > LEADS > SET UP COMPETITORS - Either search for search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
INFORMATION
Provide the required information
- Name
- Website
- Description
LOG INFORMATION
Include Page WIP:Log Information - GlobalWIP: Log Information - Global - From the Top Menu click on Save
Deleting Leads Competitors
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