If your CRM account runs into a policy-related block, it’s important that the right person sees the alert quickly. This update helps make sure notification emails go to the people most likely to take action and keep your business running smoothly.
📌 Why This Matters
When important account alerts are missed, it can delay action and create interruptions in your day-to-day operations. By sending block notification emails to the account owner or the admins connected to that specific business account, your team has a better chance of seeing the issue early and resolving it faster.
✨ What’s New
- Account owner notifications: Block alert emails can be sent directly to the main account owner.
- Business account admin notifications: If admins are assigned to a specific account, they may receive the alert instead.
- Fallback sending logic: If no account owner or account admin is available, the system will still send the email to an available recipient as a backup.
🛠️ How to Use It
- Step 1: Review who is listed as the account owner and which team members have admin access.
- Step 2: Make sure the correct people are assigned to your business account so important alerts reach someone who can respond.
- Step 3: Periodically check account roles and permissions to avoid missed notifications if staffing changes happen.
💡 Pro Tip
Make sure at least one trusted team member has admin access so urgent account alerts are seen quickly and do not interrupt sales or customer communication.