Chapter 9. Competitors

Table of Contents

9.1. Overview
9.2. Understanding OfficeClip Competitors
9.3. Using Competitors
9.3.1. Creating New Competitor
9.3.2. Editing Competitors
9.3.3. Searching and Filtering Competitors
9.3.3.1. Search
9.3.3.2. Filters
9.3.4. Creating Reports
9.3.4.1. Pre-Defined Reports
9.3.4.2. User-Defined Reports
9.4. Competitor Administration
9.4.1. Icons
9.4.2. Fixed Fields
9.4.2.1. Configuring List Fields
9.4.3. User-Defined Fields
9.4.3.1. Field Type
9.4.3.2. Mandatory Fields
9.4.3.3. Restricting a Field Edit-ability by Role
9.4.3.4. Configuring List Fields
9.4.4. Child Objects
9.4.5. Position Fields
9.4.5.1.

9.1. Overview

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