Competitors
You may decide to store your competitors in CRM+ as well. In this case, you can set up them as a competitor, and later you can add them to the clients.
(For e.g.: you are a business software developer company, and you have clients that have some other business softwares. You may then store the competitor developer company, then store at the client that they have a competitor software running there by them.)
Marking a client as a competitor
When you create or edit a client record, you will see a competitor button at the bottom of the edit window:
If you check this, this client will be marked as a competitor.
In the list, and the main page, you will see them in yellow:
Storing competitor entry at a client
Let's say you want to store at Another company, that Competitor company is a competitor to you there.
In this case, go to Another company, and at the info panel you will see the competitors at the client panel:
By clicking on the Plus sign you can add a new entry.
First you have to choose the competitor from the previously set competitors:
After this you can set the other pieces of information that you know.
When finished, click on the OK button.
