Lock
Locking
You can lock the quote.
This prevents any manual changes being made to the quote.
Only the user that locked the quote, or users with the System Admin role can unlock it.To unlock the quote, click the 
button.
You can lock the quote.
This prevents any manual changes being made to the quote.
Only the user that locked the quote, or users with the System Admin role can unlock it.
To unlock the quote, click the button.
Related Articles
Quotes Closing, Winning, Losing
Quote closing and how to manage winning, losing quotes and also Pricing Exercises. Closing Quotes To keep things organised you can close quotes that are no longer needed. Wining Quotes When you are informed that you have won a quote, two things need ...Duplicating Quotes
Duplicating Quotes You can duplicate a quote to create and identical quote to issue to the customer. To duplicate a quote: Click on the on the INSTRUCTIONS tab Select the option A new quote will be generated, that is identical to the original. The ...Deleting Quotes
Deleting Quotes If a quote is raised in error, you can delete it by: Click on the on the INSTRUCTIONS tab Select the click on delete option Click the Deleted Quote button in the confirmation box that appearsIssue Quote To Customer
Issue To Customer You can mark a quote as sent to the customer by: Click on the on the INSTRUCTIONS tab Select the option This will record the quote as being sent to the customer by you at the time the option was selected.Tasks
The task tab allows you to see the tasks for the quote. The tasks list show: The label for the task Who it's assigned to The deadline for completing the task If the task is assigned to a robot, the task will automatically be completed by the system ...