[Jeff ArblasterCustomer]

Or after sending this explaination and thinking some more!
Maybe a custom notification that has conditonal logic applied would do the same?
Leveraging GF, not requiring 3rd canned reply or CC field addition!

Notification – REP Notification of CREDIT ACCOUNT creation

Hi  {Assign to rep:94}

For your records.

{Registered Company/Legal Entity Name:1} now has a credit account with Our Company their current credit limit is {Approved Credit Limit:86}

Regards

Our Company

Send this notification if “All” of the following match
Approved Credit Limit is greater than 1
REPS Email contains @
REPS Email contains .
——————————-

Then do same for Pro-Forma account types:
Notification – REP Notification of PRO-FORMA creation
Hi {Assign to rep:94}

For your records

{Registered Company/Legal Entity Name:1} now has a PRO-FORMA account with Our Company.

Regards

Our Company

Send this notification if “All” of the following match
Approved Credit Limit is less than 1
REPS Email contains @
REPS Email contains .
——————————-

So maybe I now wasted your time reading the first post?

Regards
Jeff