This article will guide you through how to lock products in a bid to prevent changes from diagram updates in MeasureSquare CRM.
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Steps to Lock Products
Step 1:
Select the products that you want to lock by checking the boxes next to each product in the bid list.
Step 2:
Click the Lock button located at the top of the product list.
This action will lock the selected items, ensuring they are not discarded after updating the diagram.
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Steps to Unlock Products
Step 1:
Select the products you wish to unlock by checking the boxes next to each product in the bid list.
Step 2:
Click the Unlock button located at the top of the product list.
This action will unlock the selected items, allowing them to be discarded if the diagram is updated.
Note:
If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 or email support@measuresquare.com.