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Setting up competitors

Updated on May 10, 2021

Competitors are other organizations that are selling products similar to yours. A Sales Ops operator sets up and manages your competitors in the Pega Sales Automation application.

Pega Sales Automation Implementation Guide

To set up competitors, complete the following steps:

  1. Log into the application as an operator with the Sales Ops persona.
  2. In the navigation pane, click Tools.
  3. Click CompetitorsCreate competitors.
  4. Complete the fields on the Create competitor form.
  5. Click Submit.

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