Articles on: Funnel and Applications

Locking company changes

What does the 'Lock company changes' action do?


'Lock company changes' action that is available in the additional actions menu of an application to deal room members who have full edit access to companies lets you lock the current state of application information. It means that if the company updates their answers to any questions, the changes they make will not become visible in that application in your deal room. Instead, you will see the information that had been provided at the time when the application was locked in your deal room.

Please note that the company will also see their application status as "changes locked" when you have locked their application for changes (unless it's stored in a complete or archive type of funnel step).

Updated on: 20/01/2023

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