Team Lead Form [CLONE]

Team Q Directory

Agent(Required)

Please select your name from the list below. If you don't see your name, contact tech support prior to proceeding.

Case Type or Campaign(Required)

Please select from the list below. If you don't see the case type or campaign you need, contact tech support prior to proceeding.

Which of the following apply?(Required)

NEW - I want to create a new deal in PipeDrive

EXISTING - I am working on an existing deal in PipeDrive

What is the existing Deal ID from PipeDrive?(Required)

Title from the Deal ID you entered.

If this is not the correct deal, please re-enter the correct Deal ID above.

Deal ID

Person Id

ep_token

Confirm(Required)

Confirm deal title is correct.

This field is for validation purposes and should be left unchanged.