Advance prospects in a community
Purpose
Move prospects through the engagement funnel so your team always knows who needs the next touch
Overview
A community only delivers value when prospects actually move forward, from added, to contacted, to engaged, to ready to apply. Advancing prospects through community stages keeps the team aligned on where each prospect sits, surfaces who needs the next action, and powers the reporting that shows how your sourcing efforts translate into pipeline. Done consistently, stage progression turns a static list of names into a measurable, conversion-ready engagement funnel.
Required permissions
| Permission | What it allows |
| Manage My Community | Advance and reject prospects in communities you are a team member of. |
| Manage All Community | Advance and reject prospects in any community in the organization. |
| Manage Community Workflow | Configure community workflows, including stages and rejection reasons. |
Before you begin
- Confirm the appropriate community types are configured by your admin that aligns with your nurture workflows.
- Make sure the community already has prospects added through Stage Advance from leads, resume import, or LinkedIn CRM Connect.
- Ensure that the rejection workflows are configured to use them inside a community.
Advance prospects through stages
- Navigate to the relevant talent community.
- (Optional) Apply filters to narrow down to the prospects you want to move (example, all Contacted prospects who responded).
- Select prospects to advance:
- Single prospect: click the prospect to open them, or check the box next to their name.
- Bulk: check multiple prospects, or select all prospects in the filtered view.
- Click Advance Stage from the workflow actions.
- Select the target stage from the list.
- Click Confirm to apply the change.
Pro tip: Use the In Pipeline view to see prospects who have advanced beyond the community and moved into an active requisition.