It did not show me the Investment Potential option. May you please help me to fix it? Thank you
MaxzPlace
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!
Probably when you created it you clicked quickly thru the Next, Next, Save part so those pages you were skipping over didn't get a chance to fully load and execute their code. Part of that code makes the field visible to all the users, including yourself. To make it visible so it shows up, go to Setup > Object Manager > Leads and click on Fields & Relationships and click on Investment Potential (NOT on Edit). Then click Set Field-Level Security (upper center of the page). Then click the checkbox next to the column-header Visible. That will turn on the field’s visibility for all user types listed below, including yours (Admin). Then click Save and when you go back to Step 42, then Investment Potential should be showing up properly.
Let me know, ok?
Thank you so much for your help, Dr. Tim! I greatly appreciate that! May I ask you some more follow-up questions?
My Step 42 was ok now, but after steps 128 and 129, I could not get the correct results as my professor requested. I attached pictures below. May you please take a look at them and let me know how to fix them properly? It seemed like I made huge mistakes somewhere, but I could not spot them.
I deleted the lead members, then did it again from step 102 (part 2). However, the system did not send me emails to check if I was correct or not. May you please give me instructions to fix it as well?
Thank you so much again for your help! Have a wonderful day!
@victoria tran Sure, it doesn't seem like a big problem. It looks like there must be a typo in the templates in the part about the Email address. You can go back to the templates and edit them to fix that part. Make sure that part looks exactly like what is shown in the instructions in the image after Step 51. Maybe you left out the exclamation mark (!) or something?
Once you have it fixed, then you can delete the 3 leads you added and try entering the leads again (102-127) to see if it works now.
Let me know, ok?