Hi, I'm having trouble with step 144 because nothing appears under Upcoming&Overdue. I've already granted 1 month access. How can I fix this?
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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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Ok, I logged into your account and found the issue. I was wrong before.
There was nothing wrong with your auto-response rule. The thank-you email was being sent when you hit Submit and that was showing up on the lead timeline. But your workflow rule was wrong so it wasn't creating the follow-up task for you to to in the future so that's what was missing after 144.
In Step 46 where it says:
"enter “150000” (4 zeros—make sure!)"
you only put in 2 zeros. So it was set to trigger only if the Investment Potential was less that $1,500. When you put in Miles Dyson at $78,000, it didn't trigger because $78,000 is more than $1,500.
Go back and edit your workflow rule you built in Steps 33-47 and fix that value. Then, delete the lead Miles Dyson and re-add it again using your Web2Lead.html form and it will work this time.