Declone™ New Lead De-Duplication

Features:

• The third in a series of preventive de-duplication tools designed by RingLead
• Eliminates duplicates upon manual creation of a new Lead in Salesforce
• Real-time de-duplication
• Updates matching Leads and Contacts or creates a new Lead when no match is found
• On-demand application
• No loss of data entered and no blocking of data entered

Using Declone New Lead is easy:

1. Log in to Salesforce and enter a new Lead.
2. RingLead servers queries your Salesforce database to find matches.
3. If a matching Contact is found, the Contact is updated on field level actions pre-configured.
4. If no matching Contact is found, RingLead searches for a matching Lead and the Lead is updated on field level actions pre-configured.
5. If no matching Contact or Lead are found, RingLead searches for a matching Account and a new Contact is created in that Account.

For the matching Leads and Contacts, options including those listed below are provided:
 a) Associate a Campaign.
 b) Field-by-field options to update only blank fields, overwrite field, ignore field, and many more actions.
 c) Assign a Task and/or email notification with all fields from the list inserted in the Task comments.