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Lock Opportunity Process

New Member
Posts: 6
Country: USA

Lock Opportunity Process



We have ACT 2012 Premium.


We are trying to keep the Opportunity process standardized.


Is it possible to not allow users to Edit these values?


Thank you.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Lock Opportunity Process

If your users are created as "Standard" level users, even though the Process and Stage drop downs show "Edit List", if they click it, ACT! will tell them they do not have the rights...


Hope that answers what you asking...