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Pipeline & Stage Management

Programme & Hotlist Automation (Candidates)

Auto-add and remove candidates from programmes and hotlists based on categories, engagement, and activity signals.

Runs inclusion and exclusion rules across categories, location, consent, and Action Types. Supports category inference (if X is present, add to a second list) so your programmes stay current without anyone manually maintaining membership.

Works on
Candidates
Platform
Bullhorn and Invenias
Complexity
Moderate
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.