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:
- 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.
|
