Convert / Copy Existing Presentations Between Client Strategy and Partner Open House Flyer Tabs

Description

1. Flyer to Total Cost Analysis Conversion (Primary Use Case): Allow users to convert or duplicate an existing Partner Open House Flyer into a full Client TCA presentation. Since loan officers frequently originate purchase presentations from initial Open House Flyer setups, seamlessly converting a flyer into a complete client TCA saves time and eliminates redundant data entry.
2. Total Cost Analysis to Flyer Conversion (Secondary Use Case): Allow users to copy or export data from an existing Client TCA directly into the Partner tab to generate an Open House Flyer.