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Auto-Advance for Prospect Post

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With Auto-Advance, your organization can set up Application Rules so that, based on a prospect's answer to a prospect post question, they will be automatically advanced to a specified stage in the prospect pool.

Example: For the question, "In what cities are you available to work?" you can configure an Auto-Advance rule so candidates who answer "Chicago" are automatically moved to the stage "Based Locally." 

In this article, we will cover how to configure an Auto-Advance Application Rule for a prospect post, and assume you have already configured a prospect post with custom application questions

To start, click the Ellipsis icon Ellipsis.png on the navigation bar and select CRM from the dropdown menu.

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From the CRM page, click Configure CRM.

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Navigate to the Prospect Posts panel, and click the Ellipsis icon Ellipsis.png under the Actions column inline with a specific prospect post.

Select Manage Rules from the dropdown menu.

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Click Add a Rule.

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Note: Auto-Advance can be configured only for questions of the following type:
  • Yes/No
  • Single select
  • Multi select

From the Add a Rule dialog box, select your prospect post question, the prospect response, and click the check box for Auto-Advance.

From the Advance to: drop-down menu, select the stage the prospect will be moved to if they answer with any of the specified responses. 

You can also check the Tag box to apply a candidate tag to prospects who are Auto-Advanced with this Application Rule. 

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Click Save when finished. 

You can enhance the power of Auto-Advance Application Rules by using AND/OR Conditions to base a single Application Rule on candidate responses to more than one custom job post question, or to base the Application Rule on multiple possible responses to a single custom job post question. To learn more about using AND/OR Conditions, click here.