We do a lot of data gathering during the CRM process and have created tabs and fields via Studio to capture this information. However, when an opportunity is won, we'd like to keep the information that was gathered in CRM and push it to the project card.
We've done a bit of magic with studio and relational fields which populates a mirror of the CRM fields to the project "settings" page but since the data resides in the CRM module, the data isn't editable from the project module.
Let me know if anyone else has found a way to do this or has a suggestion on the best way to handle.