Permissions: Job Admin and above, who have access to CRM

Product tier: Available for Expert tier

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." 

Required setup

Before you can create an Auto-Advance Application Rule for a prospect post, you'll need to have a configured prospect post with custom application questions

Note: Auto-Advance can be configured only for the following question types:

  • Yes/No
  • Single select
  • Multi select

Create a new auto-advance rule

Navigate to the CRM page and click Configure CRM. (CRM > Configure CRM

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Navigate to the Prospect Posts panel, click the Ellipsis icon next to the prospect post and choose Manage Rules.

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Click Add a Rule.

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Select a question and one or more answers in the top half of the box. If a prospect chooses the answer you selected, they'll be eligible for the role. 

Note: If your question isn't in the dropdown menu, it might not be the right question type. See Required setup for more information.

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Click Auto-Advance in the Then section and choose the correct stage. The prospect will be automatically moved to that stage when they qualify for the rule.

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Click Save when you're finished. 

Rules with more than one criteria

You can enhance the power of Auto-Advance Application Rules by defining more complex triggers and answers. These are commonly known as AND/OR conditions. To learn more about using AND/OR conditions, click here.