Print      Open PDF Version of Online Help

Administering Oracle CRM On Demand > Business Process Management > Data Rules and Assignment

Data Rules and Assignment

Click a topic to see step-by-step instructions for procedures for setting up assignment rules (to assign records automatically), forecast definitions, lead conversion layouts and mappings, sales methodologies, and industries:

• Setting Up Assignment Rules
• Mapping Additional Fields During Lead Conversion
• Creating Lead Conversion Layouts
• Setting Up the Forecast Definition
• Updating the Forecast Definition
• Setting Up Sales Processes, Categories, and Coaches
• Customizing Your Company's Industry List

Related Topics

See the following topics for related information:

• About Assignment Rules
• Lead Conversion Administration