How to enable Tag Sync across all contacts within an organization

Enable tags sync to ensure all contacts in an organization has the same tag applied automatically. For example, if you apply a tag to one contact in an organization and Sync Tags is enabled, this will be automatically applied to all contacts in that organization.

In this article:
Enable Tag Sync Set Tag Sync as default

Enable Tag Sync

Open Contact view and click on Edit to the right.

Select the Sync box beside the contact's T ags and click Save.

Set Tag Sync as default 

Go to your User Profile (top right) →  Settings →  Preferences 

Under Contact page preferences toggle Sync Tags by default.
All tags across all contacts in an organization will be automatically synced. 

  • Sync Tags is switched off by default. If you switch it on for all contacts across all organizations, it will automatically sync for any new contacts and organizations.
    • Existing contacts and organizations will need to be set manually by following the steps in the first section above but will stay in sync after.
  • Tags from all contacts will be combined and appear under every contact in that organization.

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