Status Sync across Organization
Instead of individually updating the Status of CRM contacts, you can enable Status Sync for all contacts within the same Organization.
When enabled, changing the Status of one contact updates the Status of all contacts in that organization.
Only Account Owners or Administrators can enable/disable the sync for Statuses.
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
In Settings → find For multiple contacts in the same organization → toggle the slider for Sync Status by default.
💡 This update will be applied for all users within the same CRM account.
💡 These settings only apply to new organizations and won’t affect existing tags.
Enable Status Sync for individual organizations
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💡 Updating a contact’s Status will update the Status for all contacts in the same organization.
💡 When enabling, a notification shows how many will be changed to match the selected Status.
Set Status Sync for multiple organizations in bulk
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💡 All contacts in an Organization must have the same Status before Status Sync can be enabled.
💡 Status Sync requires at least two contacts in an Organization.