Sales Lock

Enabling a Sales Lock prevents a user from building/converting a contract in the system for the account that has the Sales Lock enabled.

Enabling Sales Lock for all New Accounts

There is a setting that allows an admin user to enable a Sales Lock for all newly created Accounts.

1. Go to Settings > All Settings > General Settings > Security: Sales Lock Default
2. Toggle the switch to ON
3. This will prevent a sales user from converting a proposal to a contract and will require an admin user or an accounting user to disable the Sales Lock
   • If this setting is turned on, it will apply to every single new lead that is added to the system, and a user with access to the setting will need to manually remove every new lead

Disabling Sales Lock

1. Navigate to the account detail page
2. Click the Edit button in the upper right-hand corner
   
   
   
   
   
3. Click the Accounting navigation link.
   
   
   
   
4. Toggle the Sales Lock switch
   • If you don't want to enable the Sales Lock for all new accounts, you can always turn on the Sales Lock for individual accounts here