The new Prospect Migration feature allows agencies to easily move prospects created at the agency level into a linked sub-account. This enables more targeted nurturing and gives the sub-account full access to advanced prospecting tools, improving overall lead management.
TABLE OF CONTENTS
- What is Prospect Migration?
- Prerequisites
- Key Benefits of Prospect Migration
- How To Use the Prospect Migration Feature
- What Happens After Migration?
- Flexible Reuse of Prospects
- Frequently Asked Questions
- Related Articles
What is Prospect Migration?
Prospect Migration enables agencies to transfer selected prospects from the agency-level Prospecting Dashboard to a specific sub-account. This provides a more personalized and efficient way to manage leads, allowing the sub-account to engage with them using its own workflows and tools.
By migrating prospects to sub-accounts, agencies can delegate follow-up tasks to individual teams or clients while retaining visibility and ownership at the agency level. This leads to more focused marketing efforts and better lead conversion.
Prerequisites
- The destination sub-account must have Premium Prospecting activated.
- You must have existing prospects available at the agency level.
Key Benefits of Prospect Migration
This feature improves operational flexibility and helps agencies scale their prospecting efforts efficiently:
- Advanced Nurturing: Leverage sub-account-specific automations, pipelines, and communications.
- Operational Delegation: Assign prospects to the appropriate sub-account for follow-up.
- Improved Prospect Tracking: Keep all prospect interactions centralized and organized by account.
- Agency Control: Migrated prospects remain accessible at the agency level for future use.
How To Use the Prospect Migration Feature
Moving prospects to a sub-account is quick and seamless. Follow these steps to perform a successful migration:
Step 1: Access the Prospecting Dashboard
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Login to your HighLevel Agency Account.
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Click on the Prospecting option in the left-hand navigation.
Step 2: Open the Migration Tab
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Within the Prospecting section, click the Settings tab at the top.
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Inside the Settings area, select the Migrate sub-tab to access the migration interface.
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Click the Migrate Prospects button.
Step 3: Select a Sub-Account
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In the pop-up or dropdown, choose a sub-account from the list provided.
Note: Only sub-accounts that have an active Prospecting Premium subscription will be listed.
Step 4: Choose Prospects to Migrate
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Click the Select Prospects button.
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From the dropdown list, you can:
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Select one prospect.
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Select multiple prospects.
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Or use the Select All option to include every available prospect.
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Step 5: Execute the Migration
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Once your selections are complete, click the Migrate button to initiate the transfer.
What Happens After Migration?
Once migration is complete, the selected prospects:
- Are added to the sub-account’s Contacts.
- Retain their full data, notes, and history.
- Remain available in the agency account for future migration or actions.
This dual availability ensures agencies maintain full visibility and control.
Flexible Reuse of Prospects
- You can migrate the same prospect to multiple sub-accounts over time.
- Prospect data remains consistent and up-to-date across locations.
Frequently Asked Questions
Q: Do prospects get deleted from the agency after migration?
No, prospects are copied to the sub-account but remain at the agency level.
Q: Can I migrate the same prospect to multiple sub-accounts?
Yes, you can migrate prospects to different sub-accounts as needed.
Q: Will the prospects retain their history, notes, and data after migration?
Yes, all relevant data remains intact during migration.
Q: Can I perform migrations in bulk?
Yes, multiple prospects can be selected and migrated at once.
Q: Is the migration feature included in the subscription?
Yes, this feature is part of the Prospecting Premium subscription at no additional cost.
Q: Can I undo a migration?
While prospects remain in the agency, any changes made in the sub-account will need to be managed manually.
Related Articles
- Free vs Premium Prospecting in GoHighLevel – Complete Guide for Agencies
- How to Generate Leads Using the HighLevel Prospecting Tool – The Ultimate Guide
- How to Share Agency Prospecting Premium Subscription with a Sub-Account
- How to Resell and use Prospecting Tool for Sub-Accounts