Customer RelationShip Management application

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Good morning, 

Within an example, what kind of component should I use to provide information about competitors. I think an option may be Related Action for a Record, but the best practice seems to me to be the Report.
Thank you
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  • I think it depends on the importance and need to see the info. For example,

    - If you have a record for a customer and the competitors is something that everyone will want to see to tell that customer's story, and not necessarily take action, then put it on the record dashboard

     If you have a record for a customer and the competitors is something that NOT everyone will want to see and doesn't have a direct impact on that customer's story, and not necessarily take action, then put it on a related dashboard

    -  I would not recommend 'hiding' that info in a process (related action) if people may want to see and that is it or need to see to determine if they should take action or not

    Hope that helps a bit

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