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Tracking Partners and Competitors of Opportunities

Siebel CRM On Demand provides areas in the application where you can track information on partners or competitors of your opportunities. For example, you might want to track which companies (accounts) you do business with for Opportunity XYZ or which companies (accounts) you compete with for Opportunity XYZ.

To do so, first link the account acting as your partner or competitor to the opportunity record. (You can link as many partner or competitor accounts as you want.) Then add information to the Opportunity Partner or Competitor Edit page about the partner or competitor, such as its strengths and weaknesses.

Before you begin. Create an account record for each partner or competitor you want to link to your opportunity. When creating that record, select Partner or Competitor as the Account Type. For instructions on adding records, see Creating Accounts.

To track partner and competitor information of opportunities

  1. Select the opportunity.

    For instructions on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, scroll down to the Competitor or Partner section and do one of the following:
    • To link an account, click Add.
    • To update information, click the Edit link next to the existing partner or competitor.
  3. On the Opportunity Competitor or Partner Edit page, enter the required information.

    The following table describes some field information for tracking partner or competitor information.

    Field

    Comments

    Partner

    Click the Lookup icon, and select the account whose relationship and information you want to track as your partner with this opportunity.

    Competitor

    Click the Lookup icon, and select the account whose relationship and information you want to track as your competitor for this opportunity.

    Is a

    Select an option that defines the relationship between your opportunity and this account. In the second line, select the option that defines the reverse relationship or role.

    Default values are Customer, Partner, System Integrator, Vendor, and Reseller. Your company administrator can change or add values to the drop-down list.

    Start Date

    Default is today's date. You could use this field to record the start date of a partnership.

    End Date

    You could use this field to record the expiration date of a partnership.

  4. Save the record.


Published 05/11/2007