Competitor Setup

Pathway: Setup > Sales > Competitor

Use the Competitor Setup tool to enter competitor details that can be used in lead and prospect tracking dashboard tools.

Add a New Competitor

When new competitor information is added, it will display in the Current Provider list of options when adding a lead to a site. 

Field Descriptions 

Add Competitor Record

1. Click the green + to open the Add Competitor popup.
   
2. Enter the following competitor information:
   • Enter an ID for the competitor. ID will display in the Leads dashboard.
     
   • Enter the competitor's Name.
     
   • Set the active status of the competitor to either 'Yes' or 'No'.
     
3. Click Save and the competitor will be added to the list.
   

Add/Remove Division

After entering the competitor information, use the 'Add/Remove Division' section to select the divisions where the competitor's information should be available as a selectable option. To assign a division to a competitor, choose the competitor from the upper grid, and the divisions will display in the lower grid. Use the toggle button associated with a division to add or remove it for a competitor.

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