Assign multiple competitors

rteam2New Member

Does anyone have a good method for assigning competitors to opportunities? We have about 100 address book records that are tagged properly as competitors, and I can assign one or more to an opportunity manually. I need to assign all competitors to all opportunities so that sales staff can select the proper competitor when changing opportunity status to lost. One method would be to have the sales staff assign the appropriate competitor to the opportunity at the beginning (or during) the opportunity. Management says that's too much work for the sales people. How can I assign all competitors to all opportunities? Workflow? I can't get a macro to work because the competitors aren't automatically alphabetized and the list doesn't change once one competitor has been selected, so the program complains about the competitor already being assigned? Surely someone else has run into this...

9/2/087:25 PM

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gordNew Member

Workflow Automation should be able to do that for you.

9/3/088:54 PM

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rteam2New Member

I agree, if I can figure out the proper code to do it. I can't find the right table or view in order to create the SQL expression to assign competitors to opportunities.

9/4/081:50 PM

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gordNew Member

Search the User's Guide for the description of the [AMGR_Opportunity_Link] table. You would be interested in the rows where Type=8.

9/4/086:12 PM

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rteam2New Member

Thanks for the response. I am able to implement the AMGR_Opportunity_Link table to create a SQL expression that returns the opportunity that was lost and the competitor that it was lost to. That's kind of after the fact for what I need.
What I need is some way to fill the field that becomes available when the opportunity status ic changed to "Lost". That drop-down menu is drawn from the list of competitors that are assigned on the Competitors/Partners tab of the opportunity. I really need to know how to automatically fill the competitors area on the Competitors tab with all records that are categorized as competitors.

I can't seem to find the field that would contain all competitors that have been assigned to a single opportunity. Any ideas?

9/4/0810:20 PM

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gordNew Member

Umm, if you want to attach competitors to an opportunity you need to _insert_ them into the AMGR_Opportunity_Link table, something like this:

INSERT INTO AMGR_Opportunity_Link (
      Opp_Id,
      Opp_Number,
      Client_Id,
      Contact_Number,
      Type
   ) VALUES (
      '080108000530772238169O',
      0,
      '001125000993063671156C',
      0,
      8
   )

9/5/0811:04 AM

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rteam2New Member

Thanks again for responding. That allows me to pull companies which have already been selected as the competitor to which the opportunity was lost. I can't figure out how to assign or link companies as competitors on current opportunities.

9/9/082:21 PM

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bill999New Member

Same issue here. We have a common set of 10-20 competitors on all opportunities and we want to be able to have this as our "drop down" list for the LOST TO field for all opportunities when they are created. It's too time consuming to set up a unique list for each opportunity.

12/3/106:48 PM

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