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.

Note: The following steps are available for Administrators only. If you are not an administrator proceed to Disabling Sales Lock.

• Click on your profile picture in the bottom left-hand corner
• Click on System Settings
• Select General Settings
• Search for Security: Sales Lock Default
• Toggle the switch to ON
• 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

• Navigate to the account detail page
• Click the Edit button in the upper right-hand corner
• Click the Accounting navigation link.
• Toggle the Sales Lock switch

Note: 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