Add competitors to an opportunity

---
title: Add competitors to an opportunity
description: Capture competitor details for your opportunity so that you can have winning sales conversations with your customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-competitors-tab.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add competitors to an opportunity

Capture competitor details for your opportunity so that you can have winning sales conversations with your customer.

## Before you begin

Role required: sales\_manager

## Procedure

1.  Navigate to **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity - All**.

2.  From the **Opportunity List** window, select the opportunity you want to work with and select the **Competitors** tab.

3.  Select **New** to start a new opportunity competitor or select an existing opportunity competitor to make changes.

4.  Fill in the fields in the Opportunity Competitor form.

<table id="table_orf_nx5_c1c"><thead><tr><th>

Fields

</th><th>

Descriptions

</th></tr></thead><tbody><tr><td colspan="2">

Opportunity Competitor

</td></tr><tr><td>

Opportunity

</td><td>

The opportunity number starting with the prefix OPTY.

</td></tr><tr><td>

Competitor Source

</td><td>

Indicates where the competitor presence originates from in the context of an opportunity and associated product offering. Allowed values:-   Existing: When the competitor represents a currently deployed or incumbent solution at the customer.
-   Other: When the competitor is not currently deployed at the customer.


</td></tr><tr><td>

Product Offering

</td><td>

The commercial product selected or evaluated on the opportunity.

</td></tr><tr><td>

Company

</td><td>

Competitor or incumbent company name.

</td></tr><tr><td>

Product Offering Family

</td><td>

Higher-level grouping or BU/family used for forecasting and analysis.

</td></tr><tr><td>

Incumbent

</td><td>

Selected if the vendor or solution is currently deployed at the customer and is being replaced, competed with, or evaluated against for this product offering.

</td></tr><tr><td colspan="2">

Notes

</td></tr><tr><td>

Strengths

</td><td>

Strengths of the competitor.

</td></tr><tr><td>

Weaknesses

</td><td>

Weaknesses of the competitor.

</td></tr><tr><td>

Work Notes

</td><td>

Internal-only notes for product, sales, or design follow-up.

</td></tr></tbody>
</table>5.  Select **Save**.

    The competitor information is added to the main opportunity.


**Related topics**  


[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-opportunity-mgmt.md)

[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management.md)