Status Sync across Organization
Once Status Sync is enabled, all CRM contacts within the same Organization will be automatically assigned the same Status.
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
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.
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 Status label for existing organizations.
Enable Status Sync for individual organizations
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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
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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.