Shannon Lockwood
Person
Marsden Vale Recruitment · admin
Shannon Lockwood is the sole named admin and day-to-day operator of Marsden Vale's Starter brain, and the heaviest user: 25% of the organisation's questions over 12 months. Key-person risk for the account.
Who they are
Insight
Current to 14 Oct 26Shannon Lockwood is the sole named admin and day-to-day operator of Marsden Vale's Starter brain, and the heaviest user: 25% of the organisation's questions over 12 months. Key-person risk for the account.
Role: Resourcing Coordinator in Huddersfield, CRM role admin, platform admin since 23 Sep 2024. She was named the single admin at the 30 Sep 2024 kickoff and raises most of the tickets.
Influence: She is an operator and champion for adoption, not the buyer. Charlotte Haigh led the demo and kickoff conversations, and Jonathan, the MD, joined at the kickoff. Shannon declined Sandbox on 8 Jan 2026, so the Enterprise upgrade is parked.
Watch: She asked 194 of 729 questions in the last 90 days, 27%. Her feature requests, such as CSV dashboard export for clients, point to expansion. Connector and duplicate-record tickets, most recently on 4 Sep 2026, are the staleness risk.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Marsden Vale Recruitment | Resourcing Coordinator | admin | shannon.lockwood@marsdenvale.example |
Activity
- 4 Sep 2026ticketHow to filter search results by date
- 4 Sep 2026ticketData quality issue: duplicate records
- 24 Jul 2026ticketIncorrect row count in search results
- 5 May 2026ticketDashboard export format
- 1 Apr 2026ticketFeature request: additional columns in roles view
- 10 Mar 2026ticketCandidate records showing duplicate entries
- 8 Jan 2026email_threadFollow-up, Sandbox environment
- 7 Jan 2026ticketUrgent, can't access the brain
- 26 Nov 2025ticketQuestion about data export
- 12 Aug 2025email_threadHelpdesk connector not syncing
- 11 Aug 2025ticketHow to filter dashboard by date
- 22 Apr 2025ticketCRM sync stopped loading
- 17 Apr 2025eventBB-Demo webinar
+20 - 20 Mar 2025ticketNew user can't log in
- 12 Mar 2025ticketData not refreshing overnight
- 8 Nov 2024callMarsden Vale Recruitment / BB-Demo – Training
- 28 Oct 2024callMarsden Vale Recruitment / BB-Demo – Onboarding
- 15 Oct 2024callMarsden Vale Recruitment / BB-Demo – Onboarding
- 10 Oct 2024email_threadOnboarding kickoff, scheduling
- 8 Oct 2024callMarsden Vale Recruitment / BB-Demo – Onboarding
- 30 Sep 2024callMarsden Vale Recruitment / BB-Demo – Kickoff
+1 - 18 Jul 2024callMarsden Vale Recruitment / BB-Demo – Demo
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