Crelate, Inc.

This article will discuss the setup and best practices when using Crelate's Pass Reasons feature.

<a href="#h_e3355d349d">Enabling Pass Reasons</a>

<a href="#h_a3fcb30b16">Viewing Pass Reasons</a>

<a href="#h_42ff9baea4">Reporting on Pass Reasons</a>

- <a href="#h_e3355d349d">Enabling Pass Reasons</a>
- <a href="#h_a3fcb30b16">Viewing Pass Reasons</a>
- <a href="#h_42ff9baea4">Reporting on Pass Reasons</a>

Within Crelate, you can see the option to select a pass reason on any stage that has been set to the type <i>Done, negative outcome </i>with the selected option to Prompt user for activity notes and details (see below).

Once a contact is then moved to a stage with the above criteria, you will be met with the following message

Once selected, you may view this information in the following places:

1. Candidate's Record
2. Job/Opportunity Record

Understanding the pass reasons picklist option in Crelate

Pass Reasons

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