Hi,

I have a form that I want my sales guys to fill out when on a call with a lead so want to create a button on the lead page that will take them to the form and update some fields and generate a PDF for the estimator. I have the button and form but when it links to the form it does not pull across any information from the lead so does not update.

Currently the button is just a link to the form with "crm_entity_id=${Leads.Lead Id}" at the end so I am assuming I will need to add some sort of function to make it full the info to the form.

Any help or suggestions would be greatly appreciated.