My problem is, I do not see the options to add "Contact name, Comments, etc"
Step 19 and 20 is where I am stuck, was hoping someone can tell me what I am doing wrong!
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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.
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Ok, thanks. I will check it now and get back to you ASAP.
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? (I'll also need your name to look up your account.)
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
@Dr. Tim, Max Labs Director I am experiencing a problem with checkpoint 2. I completed the steps, however when I ran it through Max Labs Grader, Checkpoint 2 says 0/30 and checkpoint 3 says 35/55. When I go to fix my mistakes, steps 19 does not provide the option to add the contact name or comments anymore.
@Dr. Tim, Max Labs Director I'm experiencing the same thing as Anthony for step 19. I don't know how it could've got deleted... Can you go into my account and undelete mine?
Oh, that's because you're in the Meeting object, not the Pitch object. The Meeting records are related to a Pitch so you need to go back to Object Manager and select Pitch instead of Meeting and then you'll see the Related List stuff at the bottom of the Page Layout.
I have ran into another problem!
Next to "Related Lists" there is no wrench to press. But everything else has the option when I hover over them.
Step 3 is where I am having trouble
For 92, it is asking for
"Related tab, to the left of Details & you’ll see there’s no Meeting records there yet, "
I don't know where the tabs are on number 92
I believe this is where I am getting errors.
Sounds good, I will keep you posted!
Thank you for looking
@Dr. Tim, Max Labs Director , the name is Antony Zheng
I apoglize
@Dr. Tim, Max Labs Director , Just did all of that!
It might be hard because I did deleted a few things after, trying to fix it on my own :(
Thank you
It looks like you may be trying to do the early part of 2a after the later parts of 2a and maybe 2b have already been done in that account? If so, that doesn't work because the steps build on each other. To start over you would have to undo everything you did already which is a ton of work and very complicated & difficult.
Are you trying to redo 2a for some reason?