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

Implement prerequisite processes like multi-vendor enrichment, verification, segmentation and normalization into deduplication tasks.

This improves matching accuracy by properly standardizing, verifying and completing fields to match against, while enhancing the completeness of the data in the final merge.

Run bulk data updates and deduplication tasks at a frequency of your choice. Set to occur hourly, daily, weekly, monthly or customize to fit your unique business requirements.

In addition, rather than scheduling tasks to automatically execute on completion, you have the option to schedule alerts that prompt data managers to review before pushing to Salesforce.

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.

View and edit pre-merge reports and edit each duplicate group's final output at the field level prior to pushing your bulk task to Salesforce.

This feature also allows you to export your merge reports into a .csv file, and could be useful during the early stages of cleansing, when approval of duplicate merges is needed from your team and stakeholders.

The pre-merge function is applicable to all batch data updates and insert processes like normalization, reassignments, list upload etc.

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.