Mar 13

Agreement changes notifitiy Account Manager and Customer POC

Billing issues are the number one accelerant for way customers leave, and my AM team spends a lot of time reviewing and explaining why a bill changed. Can we have an option or addon to the agreement syncs so that when the bill would change the customer and account manager get an emailed notification with an explanation?
ReviewingReviewing

Jun 19, 2026

This might be possible, moving to review to determine feasibility and level of effort.

changed status toReviewing·Jun 19, 2026