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Locking a Presentation
Lock allows you to secure the completed presentation, making the presentation read-only and unable to be edited. Only the presentation's author, the author's manager, that manager's manager, and so on, can modify or unlock the presentation.
To lock the presentation
- Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the presentation.
- Click the Presentations view tab, and in the Presentations list, select the presentation.
- In the presentation record, select the check box in the Locked field.
NOTE: Note: If the Locked check box does not appear, click the menu button in the Proposals list, and then choose Columns Displayed.
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Siebel Sales User Guide Published: 18 April 2003 |