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Status & Scoring

Active Record Flagging (Contacts)

Tag contacts as Active based on BD engagement, contactability, and role in live opportunities, so teams prioritise and archive with confidence.

Simple rules run in Bullhorn Automation; complex multi-signal logic runs in Exenai with audit. The same pattern extends to Companies, where Bullhorn Automation doesn't yet support the required depth.

Works on
Contacts
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.