It did not show me the Investment Potential option. May you please help me to fix it? Thank you
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Sorry you're stuck but there's almost always a pretty easy fix! Do NOT try to start all over again, eg. uninstall Max's Pitch Package, etc. That can make things worse.
Before you post make sure you check the Help FAQ for an instant solution first. Then, if you can't find it there, you can post your problem here and we'll get to it ASAP (within 24 hours), but be sure you:
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post in the right category
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INCLUDE AT LEAST ONE SCREENCAP IN YOUR POST TO SHOW THE PROBLEM!!!!!!!!
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explain the problem clearly
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You're skipping Step 41 where change Contact Fields to Lead Fields. You're looking at Contact Fields.
Hi Dr. Tim,
When I was following Step42, on the Select Field drop down menu, I cannot find Investment Potential( I already scrolled down to the bottom)
Ok, do these 3 steps so I can access your account and I'll take a look. Let me know when you've done them, ok?
Log in and click on the character icon (upper right) and click My Settings
On the left, under My Personal Information, click Grant Account Login Access below that
On the row for The Max Labs Project Support, use the --No Access-- pull-down menu to select 1 month and click Save
Hello Tim,
I did the same steps you suggested Kamila to do, but when I check it if fields & relationships, I still not have it. Hope you can tell me how to fix this, thanks!
Hello Tim,
I had the same problem with Investment Potential, but when I checked it if fields & relationships I did not even have it. I am not sure when I missed this step, but can I create it now? and how
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?