Using Competitors

This screen allows you to enter all the details associated with a new Competitor such as the Name, Products, Services (offered by the Competitor), Revenue, Strengths, Weaknesses, Opportunities, and Threats (SWOT), etc.

To create a new Competitor:

1. Click CRM > Competitors. Click on the New button on the menu bar or click on the icon on the right side of the screen..

   

2. Enter the details like Name, Products, Services, Revenue, Address Information , etc.

   

3. You can also enter the information like their Strength, Weakness, Opportunities, and Threats, which will help you understand your competitor in a better way.
4. Click Save when you have finished entering information in the fields.

From the main Competitor List, you can Modify and Delete the Personal Information, Address Information, Other Information, Custom Fields and Ownership of the competitors.

Click on the competitor you want to modify. On the summary screen you will see the Modify and Delete button.

The features of Editing in Competitors are similar to the features in Contact Manager. To see the detailed description, click here.

By using Search and Filter options in OfficeClip Competitor application, you can easily find the competitors for whom you are looking. This feature allows you to search for competitors by typing in a keyword and selecting a field, such as Description. You could search for a certain word to be in the field Description and all items that match this criterion would show up in the list. This feature is helpful for viewing items that may be related to a certain project, period, user, etc. without having to search through the entire list.

The search and filter features in Competitors are similar to the ones in Contacts. To learn more details about search and filter, click here.