Lead Lock Feature - Allow only admin users to update specific records! Follow

The "Lead Lock" feature is designed to enhance data security and integrity within your Legal CRM. By allowing certain records to be locked, you can ensure that sensitive information remains protected from unauthorized changes. This feature is particularly useful for managing leads or cases that reach a certain step in your workflow where you want to prevent non-admin users from making changes. 

Key Features

• Manual Locking: Lock records manually via the inbox or record's action menu.
• Automated Locking: Lock records automatically through workflow automation.
• Admin Control: Only admin users have the ability to unlock a locked record.
• Restricted Editing: Non-admin users can view but cannot edit locked records in the intake form tab, or overview tab. They also cannot send e-sign documents as well. 

How to Use the Lead Lock Feature

Manually Locking a Record

From the Inbox

1. Navigate to the inbox.
2. Locate the lead or case you wish to lock.
3. Click on the 3 dots on the side of your desired record.
4. Click the "Lock" button/icon located in list.

From the client record

1. Go to the record of the desired lead or case.
2. In the overview tab, click on the action menu then locate the "Lock" button/icon.
3. Click the "Lock" button/icon to secure the record.

Automatically Locking a Record via Workflow Automation

1. Go to your automation campaigns.
2. Create a new campaign or edit an existing one.
3. In the campaign settings tab toggle "Lead Lock" ON.
4. Be sure that the campaign is turned ON and press save.

Unlocking a Record

1. Only admin users can unlock a record.
2. Navigate to the locked record in the inbox or client record.
3. Click the "Unlock" button/icon in the action menu.
4. Confirm the unlock action.

Access and Editing Restrictions

• Non-Admin Users: While non-admin users can still access and view locked records, they will be unable to make any modifications in the intake form tab or overview tab. They also cannot send e-sign documents as well. This ensures that critical information remains unchanged unless an admin decides otherwise.

Best Practices

• Use for High-Value Leads/Cases: Utilize the Lead Lock feature for leads or cases that are of high value or require strict control over modifications.
• Regular Review: Admin users should periodically review locked records to ensure that only necessary records remain locked.
• Workflow Efficiency: Integrate record locking into your workflow automation for efficient and seamless data management.

Troubleshooting

• Unable to Lock/Unlock Record: Ensure that you have the necessary admin permissions to lock or unlock records. If issues persist, contact your CRM system administrator.
• Workflow Automation Issues: Verify that your workflow conditions and actions are correctly set up to include the "Lock Record" action.