Agencies can now simplify billing and reduce costs by linking one sub-account to their Prospecting Premium subscription. This update enables shared access to premium features across both accounts—streamlining subscription management while maintaining flexibility.
TABLE OF CONTENTS
- What is the New Prospecting Tool Sharing Option with a Sub-Account?
- Key Benefits of the New Prospecting Tool Sharing Option
- How To Share Agency Prospecting Premium Subscription with a Sub-Account
- Frequently Asked Questions
- Related Articles
What is the New Prospecting Tool Sharing Option with a Sub-Account?
The new sharing option introduces a unified subscription model, allowing an agency to share its Prospecting Premium subscription with one sub-account. This eliminates the need for duplicate subscriptions and offers more control over billing and access—all from a single place.
Key Benefits of the New Prospecting Tool Sharing Option
Agencies can benefit from improved cost-efficiency and simpler workflows with this update:
- Cost Savings: Avoid maintaining two separate subscriptions for agency and sub-account.
- Simplified Subscription Management: Manage billing and user access for both accounts in one place.
- Full Feature Access: Both the agency and the linked sub-account receive complete access to Prospecting Premium tools.
- Operational Flexibility: Adjust or change the linked sub-account as business needs evolve.
How To Share Agency Prospecting Premium Subscription with a Sub-Account
Properly setting up your subscription and linking a sub-account ensures access to all features under a single billing structure.
Important: This is a one-time action. You will not be able to change the sub-account later.
If you have already subscribed to Prospecting Premium at the agency level
- Click on Prospecting from your agency account.
- Click on the Settings tab and then Manage Subscription.
- Click on the Link your Sub-Account button.
- Choose the sub-account you wish to link from your list.
- Click on the Link Now button to confirm selection.
If you are subscribing to Prospecting Premium for the first time
- Navigate to Prospecting from your Agency Account.
- Click on the Upgrade Now at $29/month! button under Premium Plan.
- You will be prompted to: Select a Sub-Account now, or Continue without linking.
- If linking, search and select the desired sub-account.
- Click on the Confirm & Pay button.
Frequently Asked Questions
Q: Where can I link a sub-account to a Premium subscription?
This action can only be performed within the Agency Prospecting section.
Q: Can I link more than one sub-account to my Prospecting Premium subscription?
No, only one sub-account can be linked per agency subscription.
Q: Can I change the linked sub-account later?
No, linking a sub-account is irreversible. Once it’s linked, you won’t be able to change it.
Q: Do both the agency and the sub-account get full access to Prospecting Premium?
Yes, both accounts receive complete access under a single subscription.
Q: What if I want to subscribe without linking a sub-account?
You can choose to continue without linking during setup and link later from the subscription settings.
Q: What happens if the selected sub-account already has an active Premium subscription?
If the sub-account already has an active Premium subscription, we’ll automatically adjust your billing and cancel any duplicate subscription to prevent extra charges.
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