Siebel Correspondence, Proposals, and Presentations Guide > Proposals >
Locking Proposals (End User)
Use the lock feature to secure the completed proposal and make the proposal read-only. Only the proposal author, the author's manager, that manager's manager, and so on, can modify or unlock the proposal. This task is a step in Process of Generating Proposals (End User). To lock a proposal
- Navigate to the Opportunities screen, then the Opportunities List view.
- Drill down on the Opportunity Name field for the opportunity record associated with the proposal.
- Click the Proposals view tab, and select the proposal in the Proposals list.
- In the proposal record, select the check box in the Locked field.
NOTE: If the Locked field does not appear, click the menu button in the Proposals list, and then select Columns Displayed to display the field.
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