I forgot to change/edit the email body and I moved on to the next step. I tried to go back but I'm not sure how I can go back to edit. I cannot seem to figure it out and now currently stuck. Do I have to delete everything and start over? If I do, how do you delete the template? When I try and click the down arrow to delete, it says the custom field is referenced somewhere else salesforce.
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!
No need to start over or delete. Totally editable. Hang on...
Just do Steps 30-32 and you'll see the list of existing templates. Find the one that you created and click the "Edit" next to it. Then just do your editing and click Save at the bottom and go back to wherever you were before. All good.