Cannot find the entity needed when setting up a goal RRS feed

  • Question

  • I'm trying to add a new goal metric but when I try to add the rollup field and select the source record type, I do not see the one called "marketing budget" that I need.  The only difference I see is that marketing budget's ownership is set for "Organization" which cannot be changed.  The others I can see are set to "user or team"  I've checked security to make sure I have access to necessary items.  I'm also logged in with Admin rights.

    Any ideas what's gone wrong?


    Friday, July 26, 2013 5:43 PM