There are two ways to manage your list of competitors.

1. Add/Edit list of competitors through Competitor tab in Settings (Sales Ops profile only), or
2. You can add new competitors individually within the Competitor section of the account plan.

Coro allows sales reps to add Competitors directly so that they can enter all the appropriate information when documenting the competitive intensity of the account.

Note: You must have Sales Ops profile enabled to execute these steps. If not, you will not be able to access Settings. To learn more, go to Define Sales Ops Users.

• Go to Settings
• Select Competitors

Adding Competitors through Settings

• Select Add a new competitor
• Type the desired Competitor Name
• Select Save
• Repeat adding New Competitors until you have completed your desired competitor list

Editing competitors through settings

Editing/deleting an account is easy:

• Search for the competitor you want to edit. To search, scroll manually or type the name into the search field.
• Select the ellipses (3 dots) to the right of the target competitor
• Select Edit or Delete
• If Editing, make the target changes to the account and select Save
• If Deleting, once you delete a competitor, every account plan using that competitor will lose their information. If you need to delete a competitor, best practice is to:
  • Set up the new competitor
  • Edit the name of the competitor being deleted and put "- to be DELETED on X/X/XX date - Transition to <new competitor name>" at the end of the competitor
  • Alert all Account Plan users that the competitor will be deleted on a certain date and that all information must be transferred to a new competitor or else it will be deleted

• Go to target Account Plan
• Select Insights section
• Select Competitors
• Type competitor name into Pick a Competitor
• If the competitor does not exist, user has option to select Add as a Competitor
• Once selected, competitor is added to the list of competitors and can be used for future reference