Competitor roles in a sales case

Competitors view in relation to a business opportunity or a quote.

• Competitor (as today)
• Competitor has won the project
• Competitor has lost against a third party

Competitors you won against are presented here. Hence, the following roles exist:

• Competitor
• Competitor has lost the project against us

In the Competitive situation, you can specify the view:

1. Competitor has won the project: This is for completed business opportunities and quotes.
2. Competitor has lost against a third party: This is for completed business opportunities and quotes.
3. Competitor has lost the project against us: This is for current or completed orders.
4. Competitor: This is for current business opportunities or quotes.
5. ...and further views that were defined by the administration.