How to track and record your competition when working on deals.
When recording a lost opportunity to a competitor, you can include their name. If the competitor merges or rebrands, you can update the details in Upsales to keep track.
How to update a competitor
- Click Settings → CRM → Order & opportunities
- Under Order fields click Competitor:
- This gives you your current list of competitors. Click the box next to the competitor you want to update. In below's example we have two versions of Upsales: lowercase (upsales) and uppercase (Upsales):
- Click the box next to upsales:
- Upsales will give you a summary, showing what will be kept and will be merged/deleted. Click Merge selected into... to confirm:
- That's it! The next time you record a lost opportunity to a competitor, the newly merged option will display:
