20.3.8. Competitor

The OfficeClip Competitor module allows companies to store and track information regarding their competitors. The competitor information can also be stored with each opportunity. Knowing which competitor won a particular opportunity helps in making changes to the sales tactics to win future opportunities.

To add a new competitor:

On the summary page, you can view the list of competitors.

To add an existing competitor to your list:

  1. Click Add Existing Competitor

  2. From the drop-down list, select the competitor and click Add.