You could merge the two by converting Brandy's prospect record into an Application and adding her as a roommate (Add to Lease). This though, would duplicate Brandy's record - meaning there would be two Brandy's. We could fix that - but there is a much simpler way to fix this.
The step-by-step instructions are below:
- Click on the Prospect record for Brandy.
- Then click on "Applications"
- Then click on the "3 dots" and select "View"
- You would then download the application
- Once downloaded, you would go to Brandy's Applicant account and upload the application to the Residents Document/Application folder.
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