The RingLead Deduplication merging module allows you to have complete control of how duplicates merge into a single record.

Best practice templates are baked into the interface that you can customize with flexible conditional logic with over 45 matching operators on unlimited fields. Statements to determine the master record and which fields will combine or be prioritized in the final merge.

Examples of the flexible field level merging includes:
- Text fields: Concatenate text fields from duplicate records
- Numerical fields: Adding, averaging, or taking the highest value (i.e. combining lead scores of duplicate leads)
- Picklist fields: drag-and-drop pick list values to prioritize one value over another (i.e. prioritize a “qualified” over a “not contacted” status into the merged record)
- Archive overwritten written field values

Dedupe any standard or custom object while taking advantage of pre-built best practice templates and a flexible drag-and-drop configuration for matching and merging duplicates.

Advanced fuzzy matching criteria ensures higher match rates than other data quality vendors and offers advanced merging algorithms that extract the most value from the data being merged.

Use Mass Delete to find and delete thousands of junk data files in just a few clicks. Users have the ability to undelete records within 15 days of deletion. This allows you to purge junk data like old email attachments and Salesforce task attachments that lead to storage overage charges.

The Lead-to-Account module allows you to bulk link Leads to Accounts and bulk convert Leads to Contacts (retaining all related activities and campaigns) at the matching account, according to the criteria you establish.

Additionally, when Leads are linked to Accounts, relevant account information is automatically written to lookup fields on the Lead, which is crucial for processes like lead segmentation and lead routing.

In addition to single table deduplication, you can find and merge duplicates at the cross-object level, such as matching and merging leads into existing contacts. When users convert or merge across objects, all relevant attachments, campaigns or information can be merged into the surviving record.

Customize pre-built batch normalization templates to fix typos, proper-case data, fix data errors, and unify your data to a standard format that fits your business needs.

Common use cases of normalization include:

Normalizing phone numbers to ensure ensure auto-dialers work

Standardizing states to a two digit ISO code or to be fully spelt out (CA > California)

Normalize company names to be fully spelled out (GE > General Electric)

Fix case issues in names and company names (NO MORE SHOUTING IN EMAILS)

Add string values to fields

Mass Update is a flexible multi-table data manipulator that enables you to modify hundreds or thousands of existing records without complex manual work, lookups, or having to import or export Salesforce data (supports bulk API).

Common use cases of Mass Update & Mass Delete include:
- Repair incorrectly imported data
- Mass reassign ownership (i.e. transferring all contacts owned by inactive users)
- Fix invalid Account owners
- Update opt out fields or do not send for non GDPR compliant records
- Fix duplicate data fields
- Copy custom phone field value to lead standard phone field
- Populate newly created custom fields
- Concatenating field values from text fields into a single file
- Adjust lead scores

Take advantage of best practice duplicate matching recipes and utilize fuzzy matchers on any combinations of fields to identify duplicates according to your unique business requirements.

The RingLead fuzzy matching criteria allows you to find and match duplicates like Bob and Robert, and match company names like GE and General Electric. You can craft AND/OR Boolean statements to match duplicates that wouldn’t be matched by your native CRM/MAP solutions. Use any combination of fields, and even match across fields (i.e. website to email domain) to detect duplicates.