Prospecting Tool - Migrate Prospects from Agency to Sub-Account

Modified on: Mon, 23 Jun, 2025 at 11:46 AM

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

Login to your HighLevel Agency Account.
Click on the Prospecting option in the left-hand navigation.

Step 2: Open the Migration Tab

Within the Prospecting section, click the Settings tab at the top.
Inside the Settings area, select the Migrate sub-tab to access the migration interface.
Click the Migrate Prospects button.

Step 3: Select a Sub-Account

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

Click the Select Prospects button.
From the dropdown list, you can:
- Select one prospect.
- Select multiple prospects.
- Or use the Select All option to include every available prospect.

Step 5: Execute the Migration

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.