I would like to know the best way/method to add/link our client's competitors. I want to see where our client xyz company has competitor's abc company, def company, ghi company as competitors (to them). This will help us generate new leads.
Hi Anthony Turner
As you know the module Accounts has the dropdown field "Account Type" whose one of the native options is "Competitor".
So you can manage Accounts as regular customers and competitors as well.
You are able to add a custom relationship in Accounts the way you can track which Account is a Competitor of a give Account Customer. In the relate field for Competitor you can define a predefined filter in order to properly filter by "Competitor", you just need to follow this article.
Another option is to create a custom dropdown field for Competitors and populate it on Accounts (Customers) and Opportunities (lost business). We implemented this feature for some customers of ours.
I hope I had properly answered your question.
Let me know if you need additional clarification.
Retrieving data ...