From the course: Dynamics 365 for Sales Teams
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Take notes on competitors
- [Instructor] Unless you've got a monopoly in your industry, you have competitors. And I want to make sure that you see it's just like creating an account or a contact. But I want you to see the value of inputting a competitor, click on competitors. Click on new, and we're going to add in Wayne Industries. And we'll type in the website. And again just like anything else, you can add more things. But this is what we're trying to get, is this opportunities down here at the bottom. Let's hit save and close. And let me show you an existing competitor. Click on this Carter Electronics for example. And scroll all the way down to the bottom. So if you have a competitor entered in, then when you go in and you do your leads and your opportunities, you can identify a competitor. And then you can come into your competitor list, and see all of the places where we're competing with this particular business. So again the more information that you have the better, but at the same time it's just the…
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