Introduction
BizGaze “Competitors App” provides all basic details of the active customers in regular business. The Competitor can be categorized with multiple lines of businesses. The multiple branches of an organization can be easily managed by using a Competitor app.
Stage Workflow
The default stages workflow for the Competitor app are as follows
| Stage Name | Stage Description |
| Lead | A potential prospect having a tendency to initiate a business opportunity can move further to the lead stage. |
| Qualify | The prospect provided with the basic details can be moved further to the qualified stage. |
| Confirmed | The prospect turns-on to become a Competitor to the organization, further can move to the confirmed stage. |
| Rejected | The Competitor basic details are not correct or the Competitor is removed from the organization. |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Competitors App
Details
This widget contains the organization details of the Competitor
| Field name | Description |
| Org name | Displays organization name |
| PAN no. | PAN (Permanent account number) of the registered company is displayed |
| CIN | CIN number of the company is displayed. A CIN(Corporate Identification Number) is a unique number assigned to registered businesses by the Registrar of Companies at the time the certificate of incorporation is issued. |
| Global CIN | Global company identification numbers are specific to countries, similar to CINs. |
| Contact name | Point of contact person name which is assigned while creating the Competitor is displayed |
| Organization type | Displays whether the organization type is Individual or Walk-In. |
| Currency | Displays Currency name used for the Company’s transactions |
| Currency Short-code | Short name of the currency used is displayed. Ex: The short code of United States Dollar is ‘USD’ |
LoB (Line of Business)
This section contains LoB (Line of Business segment) details of the Competitor and Tag details assigned to the Competitor. A business segment can be identified by the product(s) sold or services provided or by geographical locations that the company operates in.
| Field name | Description |
| LoB | Line of Business segment of the Competitor |
| Tag | LoB wise Tag of the organization. Tag enables grouping of different entities within a system which can be defined by each organization based on the analytic reports required. (Ex: Zone wise grouping of Competitors) |
Documents
This section contains Competitor documents like PAN, Address proofs, Aadhar card, organization related files and images.
| Field name | Description |
| File | Displays file/document name provided by the Competitor |
| Type | Document type/format is displayed whether it is JPEG, PNG or other |
| Preview | User can click on Preview to view the document |
| Download | User can download the Competitor document |
GST Details
This section contains GSTIN (Goods and Services Tax Identification Number) details of the Competitor like GST number, Validity period and address name. GST is a digitized form of VAT where you can also track the goods & services.
| Field name | Description |
| GSTIN no. | GSTIN number of the Company is displayed. GSTIN is a unique 15-digit identification number assigned to each registered taxpayer (primarily a dealer or supplier, but also any business entity) under the GST regime. |
| GST Valid From Date | Start date of the GST validity period. The GST registration certificate is valid from the date when the person became liable to GST registration if they submitted the registration application within thirty days from such liable date. |
| GST Valid To Date | Expiry date of GST validity period. The GST registration remains valid as long as it is not surrendered or canceled. |
| Address Name | Address name of the Company is displayed |
Organization Group
This section comprises of the Organization group name and the CIN number.
| Field name | Description |
| Group | By default organization group name will be loaded. |
| CIN | Default CIN Number will be generated. CIN is the Corporate Identification number allotted to all registered companies under ROC (Registrar of Companies) |
Followers
The followers represents as point of contact in the absence of actual salesperson. This section contains Followers details of the Competitor
| Field name | Description |
| Name | Name of the follower added is displayed. The followers represents as point of contact in the absence of actual salesperson |
| Designation | Designation of the follower added is displayed |
This section contains all the address details of the Competitor. Competitor can have a primary address or multiple addresses.
Address
This section contains the address information of the Competitor like address name, city in which company is located and GST details of the Competitor organization.
| Field name | Description |
| Address | Address of the Competitor is displayed. It refers to the residential address of an individual working for an organization. |
| City | City name and Pin code of the city address are displayed. Pin code, also known as Postal Index Number (PIN), is a unique code consisting of six digits that is used in India to identify specific geographic regions |
| GSTIN | GSTIN number of the Competitor is displayed |
Contact Point
This section contains owner details of the Vendor/Organization
| Widget name | Description |
| Contact name | Point of contact person’s name. It refers to Contact person who has created the Vendor. |
| Contact number | Phone number of the Point of Contact person |
| Designation | Designation of the Point of Contact Person like what he does in their organization |
| Enter mail id of the Point of Contact Person |
Phone Number
This section contains the contact Phone Number, Phone Number Type and Mobile Number of the Competitor
| Field name | Description |
| Number Type | Displays phone number type like Personal, Office, Home, Others |
| Phone Type | Type of phone like landline or mobile |
| Mobile No | Phone number of the Competitor is displayed |
Email ID
This section consists of email details of the Competitor like email type and email address of the Competitor
| Field name | Description |
| Email type | Type of email of the Competitor like Work or Personal is displayed |
| Email address provided by the Competitor is displayed |
URL
This section contains URL link of the Competitor. URL stands for Uniform Resource Locator and is the unique link that you would enter to navigate to a specific web page.
| Field name | Description |
| URL type | URL type of the URL provided by the Competitor |
| URL | URL provided by the Competitor is displayed as Custom, Facebook, Google, or Twitter |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| Comments | User can write short notes or comments about the Competitor |
| Audit | |
| Created Date | The date when the Competitor is created |
| Created By | The name of the person who created the Competitor |
| Last Updated Date | The last stage changed of the Competitor |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Competitor |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Competitor Master Address
- Competitor Reports