Tag Sync across Organization
Instead of individually tagging CRM contacts, you can enable a Tag Sync for all contacts within the same Organization.
When enabled, adding or removing a tag updates all contacts in that 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
In Settings → find For multiple contacts in the same organization → toggle the slider for Sync Tags 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.
Set Tags Sync for individual organizations
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💡 Updating a contact’s Tags will update the tags for all contacts in the same organization.
Set Tags Sync for multiple organizations in bulk
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