Update account or contact information

Update Acme Manufacturing’s account phone number and the main contact email — change the account phone to 415-555-0199 and set primary contact Jenna Ortiz’s email to jenna.ortiz@acmemfg.com. Check that the new email populates on all related opportunities and the billing contact field, then add a log entry saying ‘phone and email updated per client request, 2026-07-15’ and notify Jenna and the account team. Confirm within two hours that marketing lists are updated.

Before I update Acme Manufacturing’s phone and Jenna Ortiz’s email, surface where those fields are used — show all active opportunities, subscriptions, support cases, and marketing lists that reference the current phone or email. Highlight any workflows or email automations that will trigger off the change so I can avoid spamming the client. Flag any discrepancies between billing contact and primary contact.

I updated Jenna Ortiz’s email but the client says they never got the renewal reminder. I’m not sure whether the renewal emails are sent to the primary contact, the billing contact, or a marketing list. Which places should I check first to find where renewal notifications are routed, and what immediate step returns notifications to the correct address while I investigate the automation?

We repeatedly miss client emails because contact info is updated inconsistently across account, billing, and marketing lists. Across the last quarter where this happened, what single process or small automation would stop the drift — for example enforcing a master contact field or a two-step change with confirmation email — and how should I roll it out so account managers adopt it without extra admin time?