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

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.
3. Navigate to the Proposals view, and select the proposal in the Proposals list.
4. In the proposal record, select the check box in the Locked field.

   NOTE:  If the Locked field does not appear, click Menu (the cogwheel icon) in the Proposals list, and then select Columns Displayed to display the field.