Create Competitor Codes

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This allows you to add to the options available in the Competitors drop down menu in Contact Details.

1. Select Gx CRM from the toolbar.

2. Hold the cursor over Options on the menu.

3. Hold the cursor over Options on the second menu.

4. Select Competitors from the third menu.

5. Assign a code to this competitor.

6. Type in the full competitor name.

7. Type in an abbreviation of the competitor name.

8. You can now record competitors that your customers and prospects use.

Click here to view the Create Competitor Codes screen.