How to manage competitors in SalesLink - Executive.
Add COMPARE Report
To add a new Compare Report:
- Click the Plus icon at the far right of the top navigation bar.
- Select [Add COMPARE Report] from the drop-down menu.
- Click the magnifying glass icon and search for a customer.
- Select a division for the customer you want to compare.
- Enter the information and any comments into the Add New Compare form.
- Click the [Add Compare] button to create the Compare Report.
Competitive Info by Region
Click the Competitive Info by Region link under CUSTOMERS in the top navigation bar. The Competitive Info by Region page displays.
This page displays a table of competitive information organized by region. Click on a number to display a list of competitive info details entered during a specific month. From there you can click on an individual customer to view their Customer Profile.
To filter the table:
- Select the fields you want to filter by at the top of the page.
- Select a year to filter by.
- Click the [Filter] button.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.
Competitive Info by Model (New Deliveries)
Click the Competitive Info by Model (New Deliveries) link under CUSTOMERS in the top navigation bar. The Competitive Info by – All Regions (New Deliveries) page displays.
This page displays a detailed table of all competitive information for new deliveries over the past year across all regions, organized by equipment type.
To filter the table:
- Select the fields to filter by at the top of the page.
- Select a year using the Year drop-down menu.
- Click the [Filter] button.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.
Click on a number in the table to view details regarding that competitive info.
Competitive Info by Model (All)
Click the Competitive Info by Model (All) link under CUSTOMERS in the top navigation bar. The Competitive Info by – All Regions (All Deliveries) page displays.
This page displays a detailed table of all competitive information for all deliveries over the past year across all regions, organized by equipment type.
To filter the table:
- Select the fields to filter by at the top of the page.
- Select a year using the Year drop-down menu.
- Click the [Filter] button.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.
Click on a number in the table to view details regarding that competitive info.
COMPARE Report Finder
Click the COMPARE Report Finder link under CUSTOMERS in the top navigation bar. The Compare Finder page displays.
Use the drop-down menus to search through all Compare Reports. Select the fields you want to search by, then click the [Search] button to display a list of Compare Reports matching your request.
COMPARE Report by Sales Rep
Click the COMPARE Report by Sales Rep link under CUSTOMERS in the top navigation bar. The Compare Reports by Sales Rep page displays.
This page displays all COMPARE reports generated over the past year, organized by Sales Rep. Click on a number in the table to view details regarding the COMPARE reports generated during a specific month.
Use the Year drop-down menu at the top of the page to switch the year of COMPARE reports displayed in the table.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.