Permissions: Restrict Edits to Won Opportunities


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    Tom Sparrow

    Absolutely - we don't use the invoices currently, but it breaks the workflow for the opportunity as they only apply on a transition and after completion there are no more steps to enforce or process new interests.

    The opportunity should be locked after it's complete, having opportunities with unprocessed interests and incorrect revenue is an non-starter. I was told this was 'something they want the customers to have the ability to do', but I can't think of a good reason for it, and certainly not enough to make it the default state.

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