Siebel Correspondence, Proposals, and Presentations Guide > Presentations >

Locking Presentations (End User)

Use the lock feature to secure the completed presentation and make the presentation read-only. Only the presentation author, the author's manager, that manager's manager, and so on, can modify or unlock the presentation.

This task is a step in Process of Generating Presentations (End User).

To lock a presentation

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
3. Click the Presentations view tab, and select the presentation in the Presentations list.
4. In the presentation record, select the check box in the Locked field.

   NOTE:  If the Locked field does not appear, click the menu button in the Presentations list, and then select Columns Displayed to display the field.