Using the Competitor Detail view

Only the system administrator and users with an administrator role can access these features.

Use the Detail view to see, add or edit information for a selected record.

Your workspace may be different depending on your access rights or if your installation uses a customized Sage SalesLogix Web Client.

How Do I?

Open the Competitor Detail view

Use the Lookup to search for records

Switch to the List view

Use the Task Pane group list or common tasks

Information Boxes

Competitor - Displays the competitor's name.
Account - Click the Find button and select an account using the lookup.
Contact -Click the Find button
Phone - Enter or edit the competitor's phone number.
Web Address - Enter or edit the competitor's Web address.
Rating - Enter or edit the competitor's rating.
Weaknesses - Enter or edit the competitor's weaknesses.
Strengths - Enter or edit the competitor's strengths.
Strategy - Enter or edit the sales strategy that the competitor uses.
Notes - Enter or edit any notes about the competitor.

Related Topics

Adding a Competitor to the List

Deleting a Competitor from the List

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