To give some context on the request, our sales team has a form that they have to fill out every time they do a demo for a customer. This form is called a "Demo Fact Finder". When they fill it out it will fill in certain "properties" in the customer's HubSpot contact record. I'm trying to make it easier for the sales team to access the form within the customer record. For example, somewhere within the contact record, they click a button, and the "Demo Fact Finder" pops up for them to fill out and submit. Currently, they have to pull up this form in a separate tab and I'm trying to help the sales team work smarter, not harder.
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