Editing Competitors

The Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager Competitors tab displays the Company, Product, Strengths, Weaknesses, Rating, Status, and Contact columns. Competitors are companies or contacts who are your competitors for a sale. Edit the competitors using the local menu.

1.

In the Opportunity Manager, select the Competitors tab in the lower pane.

2.

To change the competitor options, right-click and select Edit. The Competitor dialog box appears.

○ Competitor: Type or select the competitor from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list; or click the search button to the right to launch the Contact Search Center and select a company.

○ Contact: The contacts and additional contacts listed in the drop-down list depend upon the company selected.

○ Rating: Type or select the competitor's rating.

○ Weaknesses: Type or select the weakness of the competitor's product.

○ Notes: Additional information about the competitor.

4.

To display the Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database. of the selected competitor in the Opportunity Manager, right-click and select Go to Contact Record.

5.

To delete a competitor from the list, right-click and select Delete.

6.

To add a competitor, right-click and select New to open the Competitor dialog box.