Hello,

We have a sales process that follows a record-keeping path from module to module. It looks like this:

At each step from module to module, we create a new record from within an existing record. I.e. we create a sales order from within the "Potential" record when the time is right. What we're looking to do is have some of the data from the current record populate into the new record when you're creating it. Our users report a great amount of frustration in having to re-enter data they've already collected, even when the fields are spelled the same and are of the same format. What is the best way to go about this? 

One idea I had was to create a workflow that executes upon record creation, that pulls the relevant data from the previous module's record and populates it into the new module's record as needed. This would mean the user doesn't see the data populate until after they save the new record, and while we could train users on how this works it could make them think data is being lost. Hoping there's a better way to work through this.