Pipeline & Stage Management
When a consultant or AM leaves the business, automatically bulk-reassigns their owned candidates, companies, jobs and placements to a nominated successor.
A cross-entity governance automation that fires when an internal user is marked as leaving or deactivated. Identifies all records owned by the departing consultant (candidates, contacts, companies, jobs, placements) and reassigns ownership to a defined successor or the team default. Removes the risk of orphaned records, missed follow-ups and broken pipeline visibility that typically follows recruiter departures. Can be configured as a Bullhorn Automation or a managed Exenai workflow depending on scope and complexity.
Every automation is adapted to your rules and run by our team.
