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
- In the Competitors grid, click the competitor you want to delete.
- Click the Remove Competitor
button.
To delete a competitor from the Opportunity Detail view
- Click the Competitors tab. If the tab is not visible, click the More Tabs tab.
- Click Delete next to the competitor that you want to remove from the opportunity.
Related Topics
Opportunities Overview
Opportunity Competitors
Editing an Opportunity Competitor