Versions Compared

Old Version 3

changes.mady.by.user p_demou (Deactivated)

Saved on

compared with

New Version Current

changes.mady.by.user p_demou (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to Leads Main Page

Excerpt
hiddentrue

Learn how you can to configure Leads Competitors

What does this section cover?

Lead Competitors

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

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

    Anchor
    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.
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    excerpttrue
    labelsleads-basics-r7,leads-advanced-r7,leads-admin-r7

    Popular Labels

    heatmap
    Panel
    namegrey
    Popular Labels
    spaceKeyV4Manual
    style

    Helpful Links

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal