View and Update Competitors for an Opportunity

Use the Competition tab in the Opportunities area to view and update a list of the other organizations that are pursuing the opportunity.

The grid on this tab displays the competitors that are currently associated with the opportunity. Incumbents are displayed in bold text. You can edit the strengths and weakness of those competitors, and you can add other organizations as competitors.

Note: If custom fields are defined for this tab on the Fields & Tabs tab in the Customization area of the Configuration workspace, those fields display below the competitors grid. As with standard fields, you must make entries in any required custom fields.

To view and update competitors for an opportunity, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Competition tab.
4. To add a competing organization, do the following:
   1. Click + Add Competitor below the grid.
   2. Select the organization in NAME. Type one or more characters from the organization name to select from a list of organizations whose names contain those characters, or click to select from the full list of organizations. If the organization has not yet been added in Deltek CRM, you can click + New Organization at the bottom of the selection list to display the Add Organization form and add the organization.
5. In STRENGTHS, enter a description of the competitor's strong points.

   Click in STRENGTHS if you want to display the complete text of a longer description.

6. In WEAKNESSES, enter a description of the areas in which the competitor is weak.

   Click in WEAKNESSES if you want to display the complete text of a longer description.

7. To view or enter additional information about the competitor or to identify the competitor as the incumbent for the contract, do the following:
   1. Hover over the row, and click to display the Competitor Information dialog box.
   2. In NOTE, enter any additional information about the competitor.
   3. If the competitor is an incumbent for the contract, select Incumbent.
   4. Click Save.