I didn't receive the email. I tried backtracking to classic email template but I can't seem to figure out what the issue is.
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MaxzPlace
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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, 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.
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May 05
Edited:Â May 05Step 139 Check your email (as Miles) for the thank-you message
Step 139 Check your email (as Miles) for the thank-you message
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It's probably a problem with the auto response rule. Check that out and if you still can't get it to work and do these three steps so I can access your account and take a look. Let me know when you've done them.
Log in and click on the character icon (upper right) and click My Settings
Click My Personal Information (upper left) and then 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,
Thank you for your respond! I tried backtracking and double checked the auto response rule, but I'm still not sure what I've missed.
I just granted you access to my account. Can you please take a look at what the issue is? Thank you in advance for your help!
Ok but I have not been granted access to the account with the name "Nhien Ha" on it. Please redo those 3 steps and make sure you click Save at the end.
I still don't have access. You have to do those 3 steps properly so I can access your account. Let me know, ok?
Hi, sorry about that Tim. I just granted the access.
Can you please take a look at what I'm missing? Thank you so much.
Ok, will try again now.
Ok, so I just added myself as a lead and it worked fine. I got the email and the email is listed as being sent to me when you look at my lead record. Are you sure you added Myles Dyson using the HTML form, opened in your browser? If not, it won't work. You have to add him the way the instructions say, using the HTML form you create in those steps. You can delete Myles and try adding again using the HTML form.
@Dr. Tim, Max Labs Director Hello, Tim so does that mean you were able to receive both emails (the thank-you email)? Should I go back starting from step 89?
Is this the HTML form you're referring to?
Yes, but when you add the lead, you need to add a valid email address in that slot so Salesforce can successfully send the email to that person (can be your own).