Manage Competitors

Use this screen to identify and maintain information for competitors against opportunities that your company wants to pursue.

You can set up a unique ID for these competitors as well as identify their size, strengths, and weaknesses. All this information can help you assess the types of businesses that are competing for the same opportunity, and could also affect teaming decisions with other vendors and/or decisions on moving forward with the bid and proposal process.

If you have multiple companies, you can set up and maintain competitors in any company and use them across all companies. The competitor ID, however, must be unique in a single Costpoint database.

After you have established the competitor on this screen, you can associate the competitor with opportunities on the Manage Opportunities screen. Note that once the competitor is linked to an opportunity record, you will no longer be able to delete the competitor record in Manage Competitors.

Note: This application is available only if you are licensed for CRM & Contracts.