Who they are
Insight
As at Fri 9 Oct 2026Wayne is a Copperlane Payroll account manager and a regular platform user, not an admin. He raised all three tickets read here, sees time savings in B-Viz, and wants exports and custom pages. The evidence does not show him signing off.
Role: Account Manager in Cardiff, CRM role user, with a platform account created on 10 Jun 2025 and no admin rights. He joined the 7 Apr 2025 demo and the 14 Jul 2025 Salesforce training.
Influence: He shapes adoption, not the purchase. Rebecca Nuttall said she needed to speak to Mark and Dan before moving forward. Two ticket reads label his voice as decision-maker, but the calls show no sign-off from him.
Watch: He asked about building dashboards, a higher-plan feature, and later asked for payroll and invoice report exports for month-end reconciliation. The first response on his 8 Dec 2025 how-to ticket took 310 minutes. The evidence does not show whether the export request was delivered.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Copperlane Payroll | Account Manager | user | wayne.entwistle@copperlane.example |
Activity
- 16 Apr 2026eventBG-Demo webinar
+39
- 10 Apr 2026ticketRequest: export payroll reports
- 28 Jan 2026ticketBilling charge clarification
- 8 Dec 2025ticketHow to view payroll runs by client
- 20 Nov 2025eventBG-Demo webinar
+41
- 14 Jul 2025callCopperlane Payroll / BG-Demo – Training
- 7 Apr 2025callCopperlane Payroll / BG-Demo – Demo
+2