Removing a Competitor from an Opportunity

You can delete a competitor from an opportunity if that company is no longer competing for the sale, or was selected by mistake. Deleting a competitor only changes the competitor's association with a particular opportunity. The competitor is not deleted from the database.

To delete a competitor from the Insert Opportunity dialog box

1. In the Competitors grid, click the competitor you want to delete.
2. Click the Remove Competitor button.

To delete a competitor from the Opportunity Detail view

1. Click the Competitors tab. If the tab is not visible, click the More Tabs tab.
2. Click Delete next to the competitor that you want to remove from the opportunity.

Related Topics

Opportunities Overview

Opportunity Competitors

Editing an Opportunity Competitor