Q: Does the status sync directly when activating this feature?
A: No. Turning on Sync status between contact and company does not change any existing contacts. Syncing starts with the next journey status change:
- When a company's journey status changes, its contacts get the same status.
- When a contact's journey status changes, the other contacts at the same company get that status. The company also gets it if the company is at an earlier step.
- A new contact added to a company, manually or through a form, starts with the company's status.
Syncing only moves a contact forward, in this order: Lead, Marketing Qualified Lead (MQL), Assigned, Sales Qualified Lead (SQL), Pipeline, Lost opportunity, Customer, Disqualified, Lost customer. A contact that is already further along keeps its status. Pipeline and Customer also replace Disqualified, Lost opportunity and Lost customer.
When you set a contact to Disqualified, that status is not synced to the company or to the other contacts.