The Competitors record tracks information about any known companies competing for a particular opportunity. These records appear under the Opportunities record's Competitors tab. Follow these steps to add competitor information to an opportunity:
- Open the Opportunities record, if not already opened.
- Select the Competitors tab.
- Click the New icon in the toolbar to open a new Competitors record.
- Specify the Competitor. This field links to the Companies service.
- Enter the name of the sales person for the competing company in the Sales Person field. This field links to the Persons service.
- Enter a description of the competitor and its approach towards the opportunity in the Description field.
- If the competitor is working with a reseller, enter that reseller in the Reseller ID field. This field links to the Companies service.
- Specify the competitor's current Status with respect to this opportunity. Available options are Active and Inactive.
- Select a Rank for the competitor from the drop-down list. This is a gauge of the relative strength of the competitor as a compelling alternative to your organization for this opportunity. The field includes a set of rank options from 1st to 8th.
- Enter a Probability percentage that the opportunity will be won by this competitor in the field provided.
- If this opportunity has been lost to the competitor, an organization can track this information by checking the Lost To box and selecting a Lost To Reason.
- You can enter any value in the Lost To Reason field or select from one of the prepopulated options, including Lowest Bid, Feature-Set Fit, Industry -Experience, Local Presence, and Larger Company/Brand.
Competitor Record 
- Click OK to save and close the Competitors record.
- Follow the steps above to add information about other competitors as needed.
- Alternatively, you can click OK and New in Step 12 to save the current sub-type record and open a new Competitors record in one step.
- Save the Opportunities record.