Chapter 10. Competitors

Table of Contents

10.1. Overview
10.2. Understanding OfficeClip Competitors
10.3. Using Competitors
10.3.1. Creating New Competitor
10.3.2. Bulk Options
10.3.3. Competitor List
10.3.4. Editing Competitors
10.3.5. Viewing Competitor Details
10.3.5.1. Tools Menu
10.3.5.2. New Menu
10.3.6. Using Related Information
10.3.6.1.
10.3.6.2. Documents
10.3.6.3. Activities
10.3.7. Export Competitors
10.3.8. Print
10.3.9. Competitor Tags
10.3.10. Searching and Filtering Competitors
10.3.10.1. Search and Sort
10.3.10.2. Filters
10.3.11. Reports
10.3.11.1. Category: Competitor
10.3.11.2. Creating Reports
10.3.11.3. Viewing Reports
10.4. Competitors Administration
10.4.1. Icons
10.4.2. Fixed Fields
10.4.2.1. Configuring List Fields
10.4.3. Custom Fields
10.4.4. Related Info
10.4.5. Customize Screen
10.4.6. Relations

10.1. Overview

Every business has one of more competitors that, when tracked along with Accounts and Opportunities, helps companies win new customers and deals. Competitors can be effectively tracked using the SWOT analysis (Strength, Weakness, Opportunities and Threats).