Configuring Lead Competitors
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- p_demou (Deactivated)
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Table of Contents
Navigating to Lead Competitors
CONFIGURATION > CRM APPLICATION > LEADS > SET UP COMPETITORS
What are Lead Competitors?
Use Lead Competitors to define possible Competitors that can reach the same Lead for the same 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.
Validations
| Action | Validations |
|---|---|
| Create |
|
| Edit |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
| Number | An auto-generated number that uniquely identifies the Lead Competitor. |
| Name* | The Name of the Lead Competitor. |
| Website | The Competitor's Website (if applicable). |
| Description | A description for the Competitor. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |