Best way to track our success against our sales competition?

Jef Forward
Jef Forward Member Posts: 1
edited May 2022 in Sales CRM #1

I am curious about the best way to track our success against our competition.  My team regularly competes against 2-3 usual suspects.  I understand I can do this through custom fields, but I would need to jump into the professional plan.  Is this the only way? Should I consider the label feature?  I would also like to consider using this information to trigger a workflow based on the competition.  Any thoughts would be very helpful.  Thank you!


This discussion has been closed.