Declone New Lead
Unlike other Lead and Contact manual entry prevention products, Declone New Lead operates in real-time and does not require time-consuming follow up activities such as the manual merging of records. It is simple to implement and use and offers a familiar and intuitive interface with instant notification appearing for the person entering the information.
Declone New Lead DeDuplication
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:
- Log in to Salesforce and enter a new Lead or Contact.
- RingLead servers queries your Salesforce database to find matches.
- If a matching Contact is found, the Contact is updated based upon pre-configured field actions.
- If no matching Contact is found, RingLead searches for a matching Lead and the Lead is updated based upon pre-configured field actions.
- 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. Existing Leads or Contacts will be linked to the current campaign.
b) Field-by-field options including “update only blank fields”, “overwrite fields”, “ignore fields”, and many more.
c) Assign a Task and/or email notification with all fields from the list inserted in the Task comments.
