The competition configuration was originally named "Agencies" in the agent version of OASIS. The name change is to indicate that the list of companies stored here should be the OASIS users direct competitors. The information is used to select company names when identifying projects that have been "lost".
To access the list of company competitors:
- Select projects
- Select the "Configuration" menu item under the "File" menu.
This is a simple list of names that is only seen when marking a project as "won". When doing so, you are able to select the competitor's name which results in the project being marked as "lost". The customer success report is updated including a number of other reports (e.g. topdown) allowing the OASIS user to identify trends when the competition "wins" jobs. This is the dialog which shows the competitor list (shows when selecting a winning customer):