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! Don't try to start all over again–not necessary! Don't start undoing stuff and don't uninstall Max's Pitch Package, etc.
There's a 95% chance the same snag/fix is listed & answered in the Help FAQ. Check that first but if you can't find it there, post your problem + a screencap in the proper category below & we'll post a solution back ASAP!
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.