How to enable Status Sync across all contacts within an organization
When you have multiple contacts who work for the same organization, they appear under Account view. By default, the Statuses of these contacts are not in sync but you can change your settings to sync the Status across all contacts within the same organization.
In this article: | |
Set Status Sync for individual organizations | |
Set Status Sync for all organizations in the CRM |
How to set Status Sync for individual contacts
Note:
If the other contacts from this organization have different statuses, the yellow message will show the number of statuses that will be changed to match the one selected.