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Work Mgmt (WOs & Reminders)
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Work Mgmt (WOs & Reminders) (27)
Dispatcher (1)
Scheduler (9)
Request Workflows (1)
Project Workflows (5)
Client Portfolio (2)
Client Page (1)
Request Portfolio (1)
Request Page (0)
Project Portfolio (8)
Project Page (7)
Document Management (7)
Communication (18)
Automations (12)
Integrations (1)
Notification of Duplicate request
Sometimes clients come in multiple times for various reasons, but CPQ does not flag them as being duplicates. This creates confusion as sometimes they get assigned to two different reps.
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