Status Sync across Organization

Once Status Sync is enabled, all CRM contacts within the same Organization will be automatically assigned the same Status.


In this article:

Enable by default for all new organizations
Enable for individual organizations
Enable in bulk

Enable Status 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 Statuses by default.

When enabled, all contacts under the same organization will have the same status. If the status of any of these contacts is changed, then all other contacts across the organization will too.


Settings page l Contact Page Preferences l Set default for Status label sync and Tags sync toggles


Notes:

  • Only the Account owner or Administrators can enable/disable the sync for Statuses.
  • 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 Status label for existing organizations.


Enable Status Sync for individual organizations

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1
Open the appropriate contact → select the pencil icon to edit the contact.

Contact Profile l Select the pencil icon to edit the contact.


2
Scroll down to the Status fieldselect the checkbox to the left of the field.
  • ticked - means the sync is enabled
  • unticked - means the sync is disabled
  • Edit Contact info | scroll down to Status label field | select the checkbox to enable the sync.


    Notes:

    • 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.
    • Updating the Status of any contact within the organization will automatically change the status of the other contacts within the same account.


    Set Status Sync for multiple organizations in bulk

    Jump up to Article's Overview ⮝

    1
    Select the appropriate contacts or organizations from any list view within the CRM → in the bulk update menu at the top → click on the 3-dots menu → select Advanced updates... from the dropdown.

    Action Stream | bulk update | Advanced updates...


    2
    In the Advanced bulk updates pop-up, select Sync Status from the first dropdown → in the Set to select if you wish to enable or disable the sync from the drop-down → Apply.
  • Sync ON - Will enable the Status Sync for the selected contacts.
  • Sync OFF - Will disable the Status Sync for the selected contacts.
  • Advanced bulk updates pop-up window | select Sync Status | Apply


    Notes:

    • All CRM contacts within the same organization need to have the same Status to begin with; otherwise, the Status sync cannot be enabled
    • If there is only 1 contact in the Organization, the Status sync cannot be enabled.
    • See here the reasons why some of the contacts selected in bulk have not been updated.
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