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Configuring Lead Competitors

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What does this section cover?

What are Leads Competitors?

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

Creating, Editing & Deleting Validations & Restrictions

ActionValidations
General
  • Not Applicable
Create
  • All mandatory fields must be defined
  • Multiple Lead Competitors can exist in the system but each one should have a unique name
Edit
  • All mandatory fields must be defined
Delete
  • Not Applicable

Leads Competitors attributes 

Name

Description

NumberAn auto generated number that uniquely identifies the competitor
Name*The name of the Competitor
WebsiteThe website of the Competitor
DescriptionA description for the Competitor

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

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

  3. MAIN INFORMATION 

    1. Provide the required information

      1. Name
      2. Website
      3. Description
        Configuring Lead Competitors

  4. LOG INFORMATION

  5. Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS
  6. From the Top Menu click on Save

Deleting Leads Competitors

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

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