Tag Sync across Organization

Instead of individually tagging CRM contacts, you can enable a Tag Sync for all contacts within the same Organization.

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.


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 Tags.
  • 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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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 Tags 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 Tags field | select the checkbox to enable the sync.


    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

    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 Tags 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 Tag Sync for the selected contacts.
  • Sync OFF - Will disable the Tag Sync for the selected contacts.
  • Advanced bulk updates pop-up window | select Sync Tags | Apply

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