Kirsteen Boyd
Person
Kelvinhaugh Pension Services: documents · user
Scheme Relationship Manager at Kelvinhaugh Pension Services in Glasgow and an active day-to-day user. Raised most of the tickets. Her platform account was deactivated on 2026-02-08, so she may have left or changed role.
Who they are
Insight
Current to 12 Oct 26Scheme Relationship Manager at Kelvinhaugh Pension Services in Glasgow and an active day-to-day user. Raised most of the tickets. Her platform account was deactivated on 2026-02-08, so she may have left or changed role.
Role: Scheme Relationship Manager and a Starter user, not an admin. She was trained on 18 Mar 2024 and found chat useful. She raised how-to, duplicate record, connector and dashboard tickets.
Influence: she attends training and speaks for the relationship managers, but the evidence does not show any buying or contract role. No deals are linked to her.
Watch: her platform user was deactivated on 2026-02-08. The evidence does not show why, or who now uses the brain in her place. Two tickets in 2025 involved data quality and a connector that stopped after a system change, with a 14-day resolution.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelvinhaugh Pension Services | Scheme Relationship Manager | user | kirsteen.boyd@kelvinhaugh.example |
Activity
- 15 Jan 2026eventBB-Demo webinar
+28 - 11 Jan 2026email_threadInvitation: BB-Demo webinar on Thursday 15 January 2026
- 3 Dec 2025ticketDashboard Text Formatting Issue
- 23 Sep 2025eventRevenue leaders roundtable
+22 - 31 Jul 2025ticketConnector Stopped Pulling Records
- 21 May 2025ticketDuplicate member records appearing
- 12 Mar 2025eventData leaders conference (BB-Demo stand)
+11 - 25 Feb 2025eventRevenue leaders roundtable
+16 - 15 Feb 2025email_threadRevenue leaders roundtable in London
- 6 Jun 2024ticketHow do I build a saved search?
- 18 Mar 2024callKelvinhaugh Pension Services / BB-Demo – Training
- 12 Mar 2024email_threadTraining session: finding a time