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
- Navigate to the Opportunities screen, then the Opportunities List view.
- Drill down on the Opportunity Name field for the opportunity record associated with the presentation.
- Click the Presentations view tab, and select the presentation in the Presentations list.
- 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.
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