Disabling Competitor Creation

Normally when a user is adding a competitor on an opportunity's Assessment tab, they can either select a competitor that already exists in Salesforce or create a new one.

When the following setting is enabled, the user can add only a competitor that already exists in Salesforce. They can't create a new one.

1. In Setup, go to Custom Settings.
2. Click Manage beside Altify Opportunity Manager Settings.
3. Click Edit.
4. Select the Disable Competitor Creation check box.
5. Click Save.