How to add a competitor to a COMPAS Go quote?


This article describes the process to add a new or change the existing competitor to a quote.

1. Login into COMPAS Go with valid credentials

2. Create a new quote and add line items or open an existing quote with line items.

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing as  

4. Navigate to the quote details after opening the quote as shown below.

5. On clicking on the quote details, navigates as shown below.

6. Scroll to the "Additional  Account Details" section and look for the competitor field.

8. You can click "" to bring up recently searched competitor

 : used to select the competitor

 : used to delete the competitor from the recent list.

Note: the user can add multiple values.

9. You can click on the " " to select a new competitor by searching based on your preference.

 : used to select the competitor



Article ID: 28
Last updated: 12 Nov, 2021
Revision: 6
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