Who they are
Insight
Current to 11 Oct 26Mark Ellwood is a Client Services Manager and non-admin platform user at Marlstone Legal since 1 Apr 2025. He is a steady, practical user who raises most of the support tickets. He is a user and day-to-day contact, not a decision-maker on the record.
Role: Client Services Manager in London, CRM role user, platform user created 2025-04-01, not an admin. He appears in one call, one email thread and five tickets.
Influence: He coordinates his team's training and reports colleague access problems, so he acts as a working lead for his team. The evidence does not show him signing or negotiating anything, and no deals are linked to him.
Watch: His tickets cover stale client records on 14 Oct 2025, a colleague denied access on 8 Jan 2026 whose resolution is unconfirmed, and missing call data on 19 Jun 2026. Together they point to data completeness and permissions as his concerns.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marlstone Legal | Client Services Manager | user | mark.ellwood@marlstone.example |
Activity
- 19 Jun 2026ticketMissing call data in client records
- 19 Feb 2026eventBB-Demo webinar
+11
- 8 Jan 2026ticketColleague getting access denied on shared report
- 20 Nov 2025eventBB-Demo webinar
+10
- 14 Oct 2025ticketClient records showing stale data
- 1 Aug 2025ticketHow do I export dashboard data?
- 3 Jun 2025callMarlstone Legal / BB-Demo – Training
- 27 May 2025email_threadTraining session
- 15 May 2025eventBB-Demo webinar
+8
- 14 Apr 2025ticketAdding team members and setting roles