Notify account owner change to your team channel
Notify account owner change to your team channel
You lose handover context when an account's CSM changes, causing missed follow-ups. The workflow notifies new and previous owners and schedules a one-month check-in to confirm handover.
Overview
Ownership changes are when handovers most often fail; missed context creates avoidable escalations and churn risk. This workflow alerts both previous and new owners immediately and schedules a one-month check-in, ensuring handovers complete before support gaps appear.