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Status & Scoring

Active Record Flagging (Companies)

Tag companies as Active based on BD activity, live pipeline, and commercial signals, so your team prioritises and archives with confidence.

Applied via Exenai across both Bullhorn and Invenias, where native automation doesn't yet support company-level active flagging at the required depth. Criteria are configured per customer; the result is a clean, filterable active book your team can act on with confidence.

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

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