Allow Admins to Reassign CRM Contacts Between Affiliates

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Admin Enhancements for CRM Contact Reassignment

Admins can now reassign CRM contacts linked to affiliates when duplicate contact records with the same email exist across various products. This enhancement ensures that affiliates are always connected to the correct CRM contact, thereby improving reporting accuracy, attribution, and downstream workflows.

  • Introduced a new admin option for reassigning CRM contact IDs linked to affiliates
  • Allows selection of the correct CRM contact when multiple contacts share the same email across products
  • Automatically updates the affiliate-to-contact linkage to ensure accurate reporting and tracking
  • Includes built-in safeguards to prevent broken links or inconsistent affiliate mappings

Issues with Duplicate CRM Contacts

When duplicate CRM contacts exist with the same email across different products (including Affiliate Manager), affiliates may become linked to the incorrect contact record. This can lead to reporting discrepancies, incorrect attribution, and failures in automation.

Empowering Admins to Resolve Conflicts

With this update, admins now possess the tools needed to address these conflicts by reassociating affiliates with the correct CRM contact, thereby reducing data mismatches and support overhead.

  • Currently supports scenarios where multiple CRM contacts share the same email ID across products
  • Bulk reassignment and advanced management options may be implemented in future updates