form auto population

Hello all!

Trying to create a from that I can either attach or migrate into a task or an event for an employee. I am needing the form to automatically insert the customer name, address, phone and email from the lead and then allow my employee to finish filling out the form from out in the field. Is this possible? And then once submitted, that form is either attached to the new lead for me at the office to view or somewhere added directly to the documents folder for that customer.

I'm not sure if this would fall into a form area or more in the CRM with a custom task or event but any help would be greatly appreciated!

Thanks!

John

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