The Similar Accounts subtab displays a list of competitors within a similar industry. When you click Similar Accounts, competitor information opens in Dynamics 365 or CRM Online. From there, you can do the following:
- Review the list of competitors.
- See a brief summary of each competitor.
- Add companies to your Watchlist.
Follow these steps to view the Similar Account details:
|1||Go to the Research tab||Open the Research Tab by following the instructions on Getting to a Company’s Research Information Knowledge Base article.|
|2||Click View More||Click the View More link in the Similar Accounts section in the Research subtab.
|3||View similar accounts||The Similar Accounts detailed page opens: