Step 85
I can't see the alert on the pop up window to select "alert Riley about a new Bay Area lead. Please let me know if there is something I'm doing wrong and why I can't see that option.
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I can't see the alert on the pop up window to select "alert Riley about a new Bay Area lead. Please let me know if there is something I'm doing wrong and why I can't see that option.
So what you’re looking for is a template that you should have created in the previous steps that is named “alert…”. Super helpful to read the parts between the steps where Max explains what you are doing and why.
Anyway, you probably did create the templates but missed the step to make the template Active, by checking that checkbox. Then the template exists but doesn’t show up in the list to choose.
You have to go back and edit the template and check the Active checkbox on it and then it will appear in that list.
Review the steps about creating the template for how to find it and edit it. It’s not hard if you take the time to read and understand what you’re doing.