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Locking a Proposal

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Lock allows you to secure the completed proposal, making the proposal read-only and unable to be edited. Only the proposal author, the author's manager, and that manager's manager, and so on, can modify or unlock the proposal.

To lock the proposal

Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the proposal.
Click the Proposals view tab, and in the Proposals list, select the proposal.
In the proposal 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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