Most people have templates/scripts they use to qualify a lead. I'd like to track the responses to that script in SugarCRM so when I view a lead/contact/account, I can see what has been answered.
Using the standard Notes isn't good because I can't force people to be consistent.
Is there a form or updated Notes method that would allow us to use a form or standardized Notes Template for a given qualifying script that is then attached to the lead?
Seems pretty handy..


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