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CWeeks88
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Member since ‎Mar 4, 2022
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Chad Weeks

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CWeeks88 on July 26, 2022
Lock Closed Deal Records
Hey everyone, I believe it would be beneficial to have the ability to lock certain deal records in which only some users or super users could edit them. Specifically, after a deal closes as won or lost in order to prevent a revenue, services, deal a read more
Reply Discussion
7 upvotes
3 Replies
CWeeks88
Participant
July 28, 2022
Great thank you! Yes definitely needed at our company!!
kakaufman on April 27, 2021
Lock deal properties at specific stage
Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more
Reply Idea Deals
94 upvotes
31 Replies
CWeeks88
Participant
July 27, 2022
Completely agree- thanks for posting!
Solved
CWeeks88 on July 26, 2022
Lock Closed Deal Records
Hey everyone, I believe it would be beneficial to have the ability to lock certain deal records in which only some users or super users could edit them. Specifically, after a deal closes as won or lost in order to prevent a revenue, services, deal a read more
Reply Discussion
7 upvotes
3 Replies
CWeeks88
Participant
July 28, 2022
Great thank you! Yes definitely needed at our company!!
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