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.
Create a new auto-advance rule
Navigate to the CRM page and click Configure CRM. (CRM > Configure CRM)
Navigate to the Prospect Posts panel, click the Ellipsis icon next to the prospect post and choose Manage Rules.
Click Add a Rule.
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.
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.
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.