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Declone™ De-Duplication Setup

Step 1: Use existing Web-to-Lead HTML form already created by salesforce.com.
 
Step 2: Purchase Declone™  Purchase Declone
 
 
Step 3: Adjust configure settings based on these recommended default settings below:
     For existing Contact that matches information on Web form:
         
    1.
     
      Update blank fields and append the description field from the web
    form to the top of the existing description
    2. Associate the campaign to the existing Contact
    3. Perform one of the following:
         
     
    A.
    If the probability of any Opportunity associated    
    with the Account is greater than or equal to:    %
    Assign a Task to the:
            Contact Owner
            Account Owner
            Opportunity Owner
      OR (if probability is less than above)
    B.
    If last modified date of Contact was less than:   months ago
    Assign a Task to the:
            Contact Owner
            Account Owner
            Opportunity Owner
         
     
     For an existing Lead that matches information on Web form:
         
    1.
     
      Update blank fields and append the description field from the web form to the top of the existing description
    2. Associate the campaign to the existing Lead
    3. Perform one of the following:
         
      A. If Lead Status STARTS WITH any status listed below:
       
      Enter each Lead Status separated by a comma
    and exactly as entered in salesforce.
    Leave blank to always assign a Task.
      Assign a Task to the Lead Owner
           
      OR (if probability is less than above)
    B.
    If last modified date of Lead was less than:   months ago
      Assign a Task to the Lead Owner
         
     
     Task Information
         
    Task Subject:  
    Task Priority:  
         


     

Step 4: Change the action in the form tag created in step 1 to point to RingLead servers.