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Locking a Proposal
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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Siebel Sales User Guide Published: 18 April 2003 |