custom qualification form after lead

asif — Fri, 15 May 2015 20:49:36 GMT

I have a webform on custom website which customer fills and it drops in the CRM as leads. Now, I want to create another custom form which will have few question regarding the qualification. I also want to enable this Qualification Form for certain customers after their initial evaluation. Once customer goes through intitial evaluation, I will send him a link to fill this custom form and the output will be sent to an email. Please guide me the best solution, how can i implement this in method.

Can custom form be accomodated

1) as webform, added in my site and its information will be stored in some custom table on CRM?

2) Or this form have to be in CRM itself and cannot be on my site?

3) In either of the above cases, how can i make this form part of the process. Here, I mean to say that only certain customers should be able to see this form either on CRM or I give them the link to my site if it is integrated on my website.

4) I need to send this information taken on the form to an email as well. Also can this be in form of PDF? I

5) If PDF is not possible, can I access API to retreive this information from CRM on my custom website and then create a PDF and send it to email.

As far as development has to be done on my website or API usage, I can do that very well. I am just unable to understand the flow that I will have to take for this in the Method CRM.

Please guide anyone.

Thanks,

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custom qualification form after lead