# How to Link Candidates and Contacts in ATZ CRM

> Link candidate and contact records when the same person exists in both recruiting and client relationship workflows.

Source: https://atzcrm.com/help/client-management/contacts/link-candidates-contacts/

Contacts

# How to Link Candidates and Contacts in ATZ CRM

Link candidate and contact records when the same person exists in both recruiting and client relationship workflows.

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Quick Answer

Open a candidate or contact profile, select Link to Contact/Candidate, search for the existing record or create a new one, then confirm the link.

## Why Link Candidate and Contact Records

Some people can appear in ATZ CRM in more than one context. A candidate may later become a client contact, or a client contact may apply for a role. Linking records keeps both contexts accessible without merging separate entity data.

## Link or Create Records

1.  Open a candidate or contact profile.
2.  Select **Link to Contact/Candidate**.

3.  Search for the existing candidate or contact, or create a new one.

4.  Confirm the link.

Linked records appear in both profiles.

## Unlink Records

Click **Contact Linked** or **Candidate Linked**, then choose **Unlink**. This disconnects the records without deleting either one.

## Use Cases

-   Candidate becomes a client hiring manager.
-   Client contact applies for a role.
-   Recruiters need both recruiting and client relationship history for the same person.

## Troubleshooting

### Wrong Person Was Linked

Unlink the records and link the correct person.

### Duplicate Records Exist

Use merge only when records are true duplicates of the same entity type.

### Compliance Concern

Confirm that linking records follows your data protection policy.

## Frequently Asked Questions

### Is linking the same as merging?

No. Linking connects separate candidate/contact profiles. Merging combines duplicate records of the same entity type.

### Can I create a contact from a candidate?

Yes. Use the linking dialog to create the corresponding record when it does not exist.

### Does linking change ownership?

No. Review owner fields separately if ownership needs to change.

## Related guides

[Add a Contact Manually](https://atzcrm.com/help/client-management/contacts/add-contact-manually/) [Add Candidates Manually](https://atzcrm.com/help/candidate-management/candidates/add-candidates-manually/) [Merge Duplicate Records](https://atzcrm.com/help/client-management/contacts/merge-duplicate-records/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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