| Print Open PDF Version of Online Help

### 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 Customising Your Company's Industry List #### Related Topics See the following topics for related information: About Assignment Rules Lead Conversion Administration

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.