I would like to pull key information from a Lead in CRM and populate at Creator Form which i can then add more information.

 

For example, I have a lead and i put basic information about the lead into the Lead module.  Then if/when i want, i can create a Creator form called Lead Profile where i can go into much greater depth about that lead but store it outside of CRM so that i dont use up all of my custom fields in CRM.

 

Say that Mary Smith inquires about getting some care for her Mom at home.  I get basic details in the lead form.  2 days later Mary calls me back and says that she would like to meet with me at her Mom's house. 

 

When I meet Mary and her Mom, i want to have a Creator form that is prepopulated with Mary and her Mom's lead information but I will have many more fields in this creator form where i can get her Mom's age, height, weight, medical condition, medications, etc.  This "care plan" for this lead resides in Creator but is tied to Mary's CRM record.

 

Thanks for the input.