Forms to fill out when calling leads

[dpuryear]

Hi everyone-

We are a current SugarCE 5.2.0j user (we purchased SugarCRM Pro the other day, but it's not installed yet).

We are really starting to enjoy SugarCRM. However, we have one gap in what we need vs. the out-of-the-box package: A way to force our sales people to fill out a form with specific questions when following-up on a lead.

Most sales depts have this issue. We have scripts, and we want an easy way to track the data when filling out these sheets.

Right now our sales fills out a Word doc with the script and then uploads to the lead.

What would be nice is if we can open up a lead script sheet, have them fill that out, and that goes with the lead. It would be searchable!

I think this can be done with a new Module.

Has anyone already done this?

If so, I'd prefer not repeating their work..

[salesagility]

fairly straightforward ...create a custom module (admin>module builder) and create a one-to-one relationship between your new module and the leads module