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Admins Can Reassign CRM Contacts Between Affiliates

· 2 min read
SMBcrm Team
SMBcrm Team
Product Team

Allow Admins to Reassign CRM Contacts Between Affiliates​

Admins can now reassign the CRM contact linked to an affiliate when duplicate contact records (with the same email address) exist across products. This helps ensure each affiliate is connected to the correct CRM contact, improving reporting accuracy, attribution, and downstream automations.

What’s New​

  • A new admin option to reassign the CRM contact ID associated with an affiliate
  • The ability to choose the correct CRM contact when multiple contacts share the same email across products
  • Automatic updates to affiliate-to-contact linkage to keep tracking and reporting accurate
  • Guardrails to help prevent broken links or inconsistent affiliate mappings

Why This Matters​

Duplicate contacts happen, especially when the same email address exists in more than one product area (including Affiliate tools). When that occurs, an affiliate can end up mapped to the wrong CRM contact record, which may lead to:

  • Reporting discrepancies and attribution issues
  • Automation and workflow failures tied to the wrong contact
  • Extra manual cleanup and support requests

With this update, admins can resolve these conflicts directly by reassociating the affiliate with the correct CRM contact, reducing mismatches and keeping your data more reliable.

Additional Notes​

  • This update currently supports scenarios where multiple CRM contacts share the same email address across products
  • Bulk reassignment and more advanced management options may be added in future updates

If you manage affiliates, consider reviewing any known duplicate-contact scenarios and confirming affiliates are attached to the correct CRM contact record before running important campaigns, workflows, or payout reporting.