I clicked save and a box appeared saying I did not have permitted access. I clicked ok and did the allow all cookies and block third party incognito and it took me back to the page of marketing with the graph and all the tabs including the meetings tab and meeting attendances tab. and it will not take me back to where I was to allow me to continue. I was wondering what I need to do or if I need to start all over.
Help Forum
Sorry you're stuck but there's almost always a pretty easy fix! Do NOT try to start all over again, uninstall Max's Pitch Package, etc. That can make it worse. There's a 95% chance the same snag/fix is listed & answered in the Help FAQ. But if you can't find it there, post your problem here.
Make sure you post in the right category below & be sure to include a screencap showing the issue!
Well you definitely don' t need to start over. It's definitely a browser issue of some kind. Maybe try downloading a brand new browser that won't have any settings set yet and then trying that - like maybe Firefox if you don't have that already?
Let me know, ok?
If I download a new browser, how would I not need to start over? I am just very confused as to how I would be able to continue on a new browser? Would a new browser pull up where I was?
Well, that's how the cloud works, right? You're SF account is in the cloud, just like your Gmail account or something. When you log in on another computer and/or browser, you basically pick up where you left off. If you were unable to save something before you got stuck - that particular thing wouldn't be there when you log back in but everything else would still be there. So you can just restart at the point where you were.
In your case, you created the new rule and saved it at Step 75 so the rule is still there in your SF account. But the rule entries that you were adding to that rule didn't get saved since you couldn't do Step 86, so you need to restart at Step 76.
Just go to Setup > Lead Assignment Rules and click on the one you created and then you can add the rule entries with Step 76 and on.
Which setup do I go to because I can not find the lead assignment rules and I do not want to mess up again.
I found it and it worked. I'm able to keep going now. If I have another issue I'll post another question. Thank you so much for your time and help!!!
Oh, good! You beat me to it. That shows you're learning to think your own way thru it. Good work!