Reassigning CRM Contacts Between Affiliates

This article explains how admins can reassign CRM contacts linked to affiliates when duplicate contact records exist with the same email across different products.

Overview

In some cases, multiple CRM contacts with the same email address may exist across different HighLevel products, including Affiliate Manager. When this happens, an affiliate may be linked to an incorrect contact record.

Admins can now reassign the affiliate to the correct CRM contact, ensuring accurate attribution, reporting, and automation behavior.

When Should You Use This Feature?

You should use contact reassignment when:

• Multiple CRM contacts exist with the same email address

• An affiliate is linked to the wrong CRM contact

• Reporting, attribution, or workflows are impacted due to incorrect contact linkage

How to Reassign a CRM Contact for an Affiliate

Step 1: Access Affiliate Management

1. Navigate to Affiliate Manager in your HighLevel account

2. Select the affiliate whose contact needs to be reassigned

Step 2: Identify Duplicate Contact Records

• If multiple CRM contacts with the same email exist across products, you’ll see an option to resolve the conflict

• The system will surface available CRM contact records tied to that email

Step 3: Select the Correct CRM Contact

1. Review the list of available CRM contacts

2. Select the correct source CRM contact that should be linked to the affiliate

3. Confirm the reassignment

⚠️ Guardrails are in place to prevent broken links or inconsistent mappings during this process.

Step 4: Confirm Successful Reassignment

Once confirmed:

• The affiliate will be linked to the selected CRM contact

• Reporting and tracking will automatically reflect the updated linkage

• Downstream workflows will continue using the correct contact record

Important Notes

• This feature currently supports scenarios where duplicate CRM contacts share the same email ID

• Bulk reassignment is not supported at this time

• Future enhancements may include advanced and bulk management options

Video Walkthrough

For a complete walkthrough of the reassignment flow, watch the video below:

? Loom Video:
https://www.loom.com/share/763eee9a5ba94c21a362db61ed967e67