Pass Reasons

Understanding the pass reasons picklist option in Crelate

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated over a week ago

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

Enabling Pass Reasons

Within Crelate, you can see the option to select a pass reason on any stage that has been set to the type Done, negative outcome 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

Viewing Pass Reasons

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

  1. Candidate's Record

  2. Job/Opportunity Record

Reporting on Pass Reasons

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