Tag Sync across Organization
Instead of individually tagging CRM contacts, you can enable a Tag Sync for all contacts within the same Organization.
Only the Account owner or Administrators can enable/disable the sync for Tags.
In this article:
| Enable by default for all new organizations |
| Enable for individual organizations |
| Enable in bulk |
Enable Tag Sync by default for new Organizations
On the Settings page under the Contact page preferences, scroll down to For multiple contacts in the same organization → toggle the slider to enable or disable the feature Sync Tags by default.
When enabled, all contacts under the same organization will have the same tags. If a tag is added or removed from any of these contacts, then it will update for all other contacts across the organization too.
Notes:
- This update will be visible to all users within the same CRM account.
- Changing these settings will only take effect going forward for new organizations and will not sync or un-sync the Tags for existing organizations.
Set Tags Sync for individual organizations
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Updating the Tags of any contact within the organization will automatically update the tags of the other contacts within the same account.
Set Tags Sync for multiple organizations in bulk
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