Siebel Sales User Guide > Presentations >

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

  1. Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the presentation.
  2. Click the Presentations view tab, and in the Presentations list, select the presentation.
  3. 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.


 Siebel Sales User Guide 
 Published: 18 April 2003