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How to Share Agency Prospecting Premium Subscription with a Sub-Account

Easily link a sub-account to your agency’s Prospecting Premium subscription. Share access without buying multiple plans and streamline your workflow and setup.

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  1. Key Benefits of the New Prospecting Tool Sharing Option
  2. How To Share Agency Prospecting Premium Subscription with a Sub-Account
  3. If you have already subscribed to Prospecting Premium at the agency level
  4. To remove the linked sub-account (and not add another):
  5. Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level.
  6. To replace the linked sub-account with another:
  7. Upgrading to Prospecting Premium for the First Time:
  8. 1. Agency-Level Prospecting
  9. 2. Sub-Account Level Prospecting
  10. How to Enable Prospecting in a Sub-Account
  11. Frequently Asked Questions
  12. Related Articles

Agencies with already Premium Prospecting Subscription at agency level can now simplify billing and reduce costs by linking one sub-account to their existing Prospecting 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?

The new sharing option introduces a unified subscription model, allowing an agency having an active premium prospecting subscription to share its 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.

If Agencies don't want to share, they can also simply cancel agency level subscription and get a new subscription on any Sub-Account to being fresh prospecting in sub account (needs to be enabled under Reselling Tab in Agency View)

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

  1. Click on Prospecting from your agency account.
    Step 1 of 4: Click on Prospecting from your agency account What this shows Step 1 of 4: Click on Prospecting from your agency account. What this shows Shows what to click for step 1 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 1 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". At this point in the walkthrough you click on Prospecting from your agency account. The next step is to click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button. Step 1 of 4Image 1 of 10 What to clickClick on Prospecting from your agency account.
    Buttons and menus referenced ProspectingSettingsLink your Sub-AccountLink Now
    Next stepClick on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
    All 4 steps in this procedure
    1. Click on Prospecting from your agency account. this image
    2. Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
    3. Choose the sub-account you wish to link from your list.
    4. Click on the Link Now button to confirm selection.
  2. Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
    Step 2 of 4: Click on the Settings tab and then Manage Subscription: Now Click on… What this shows Step 2 of 4: Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button. What this shows Shows what to click for step 2 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 2 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". At this point in the walkthrough you click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button. The next step is to choose the sub-account you wish to link from your list. Step 2 of 4Image 2 of 10 What to clickClick on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
    Buttons and menus referenced SettingsLink your Sub-AccountProspectingLink Now
    Next stepChoose the sub-account you wish to link from your list.
    All 4 steps in this procedure
    1. Click on Prospecting from your agency account.
    2. Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button. this image
    3. Choose the sub-account you wish to link from your list.
    4. Click on the Link Now button to confirm selection.
  3. Choose the sub-account you wish to link from your list.
    Step 3 of 4: Choose the sub-account you wish to link from your list What this shows Step 3 of 4: Choose the sub-account you wish to link from your list. What this shows Shows what to choose for step 3 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 3 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". At this point in the walkthrough you choose the sub-account you wish to link from your list. The next step is to click on the Link Now button to confirm selection. Step 3 of 4Image 3 of 10 What to chooseChoose the sub-account you wish to link from your list.
    Buttons and menus referenced ProspectingSettingsLink your Sub-AccountLink Now
    Next stepClick on the Link Now button to confirm selection.
    All 4 steps in this procedure
    1. Click on Prospecting from your agency account.
    2. Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
    3. Choose the sub-account you wish to link from your list. this image
    4. Click on the Link Now button to confirm selection.
  4. Click on the Link Now button to confirm selection.
    Step 4 of 4: Click on the Link Now button to confirm selection What this shows Step 4 of 4: Click on the Link Now button to confirm selection. What this shows Shows how to confirm for step 4 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 4 of 4 in the "If you have already subscribed to Prospecting Premium at the agency level" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". At this point in the walkthrough you click on the Link Now button to confirm selection. Step 4 of 4Image 4 of 10 How to confirmClick on the Link Now button to confirm selection.
    Buttons and menus referenced Link NowProspectingSettingsLink your Sub-Account
    All 4 steps in this procedure
    1. Click on Prospecting from your agency account.
    2. Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
    3. Choose the sub-account you wish to link from your list.
    4. Click on the Link Now button to confirm selection. this image

How to Remove or Update a Linked Sub-Account in the Agency Prospecting Tool:

Each Agency Prospecting subscription can be linked to one sub-account. If you’d like to remove or update that linked sub-account, here’s how:

To remove the linked sub-account (and not add another):

  1. Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level.

  2. This will remove premium access for both.

  3. If you’d like to continue without linking a sub-account, simply start a new subscription without linking any sub-account.

Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level. (image 5 of 10) What this shows Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level. What this shows Illustrates the "Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level." section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot appears in the "Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level." section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". The text alongside this image reads: Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level. This will remove premium access for both. If you’d like to continue without linking a sub-account, simply start a new subscription without linking any sub-account. Immediately after, the guide continues: You have two ways to upgrade the Prospecting Tool to Premium. Image 5 of 10 Where to goGo to Settings and unsubscribe either at the Agency level or at the linked sub-account level. This will remove premium access for both. If you’d like to continue without linking a sub-account, simply start a new subscription without linking any sub-account.
Buttons and menus referenced SettingseitherAgencylinked sub-accountwithout linking any sub-account
Next stepYou have two ways to upgrade the Prospecting Tool to Premium:
All 3 steps in this procedure
  1. Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level.
  2. This will remove premium access for both.
  3. If you’d like to continue without linking a sub-account, simply start a new subscription without linking any sub-account.

To replace the linked sub-account with another:

You have two options:

  • Option 1:

    1. Go to Settings and unsubscribe at the Agency or at the currently linked sub-account.

    2. Start a new subscription and select the new sub-account to link.

  • Option 2:

    1. Cancel your existing subscription.

    2. Start a new subscription directly from the desired sub-account — either through Reselling or a Direct Company Purchase (explained below).

Upgrading to Prospecting Premium for the First Time:

You have two ways to upgrade the Prospecting Tool to Premium:

1. Agency-Level Prospecting

  • Includes all Premium benefits:

    • Unlimited Leads per month

    • Website Widgets

    • Leads POC Enrichment

    • Report Builder

Important: Agency-level Prospecting does not include CRM features (e.g., Add to Contacts, Send SMS, Add to Opportunities, Workflow Triggers).

  • You will need to move into a Sub-Account later if you want CRM functionality.

  • Recommendation: Start with Prospecting inside a Sub-Account to access both Prospecting + CRM features right away.

2. Sub-Account Level Prospecting

  • Includes all Premium benefits plus CRM capabilities:

    • Add prospects to Contacts

    • Send SMS

    • Add to Opportunities

    • Trigger Workflows

How to Enable Prospecting in a Sub-Account

You can enable it in three ways:

  1. From the Reselling Tab

    • Go to Agency View > Reselling Tab

    • Save & enable the toggle for Re-sell Prospecting

      Step 2 of 2: Save & enable the toggle for Re-sell Prospecting What this shows Step 2 of 2: Save & enable the toggle for Re-sell Prospecting What this shows Shows what to choose for step 2 of 2 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 2 of 2 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". At this point in the walkthrough you save & enable the toggle for Re-sell Prospecting. The navigation path used here is Agency View > Reselling Tab Save. This part of the guide covers 3 fields, listed below. Step 2 of 2Path: Agency View > Reselling Tab SaveImage 6 of 10 What to chooseSave & enable the toggle for Re-sell Prospecting
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseUpgrade from Agency Prospecting Tool
      Buttons and menus referenced Re-sell ProspectingFrom the Reselling TabAgency View > Reselling TabDirect Company PurchaseUpgrade from Agency Prospecting ToolProspectingUpgrade NowPremium PlanSelect a Sub-AccountContinue without linkingSub-Account
      All 2 steps in this procedure
      1. Go to Agency View > Reselling Tab
      2. Save & enable the toggle for Re-sell Prospecting this image

  2. Direct Company Purchase

    • Purchase Prospecting Premium directly at the Sub-Account level.

      Step 1 of 1: Purchase Prospecting Premium directly at the Sub-Account level What this shows Step 1 of 1: Purchase Prospecting Premium directly at the Sub-Account level. What this shows Shows what this covers for step 1 of 1 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 1 of 1 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". At this point in the walkthrough you purchase Prospecting Premium directly at the Sub-Account level. This part of the guide covers 3 fields, listed below. Step 1 of 1Image 7 of 10 What this coversPurchase Prospecting Premium directly at the Sub-Account level.
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseUpgrade from Agency Prospecting Tool
      Buttons and menus referenced From the Reselling TabAgency View > Reselling TabRe-sell ProspectingDirect Company PurchaseUpgrade from Agency Prospecting ToolProspectingUpgrade NowPremium PlanSelect a Sub-AccountContinue without linkingSub-Account

  3. Upgrade from Agency Prospecting Tool

    • Navigate to Prospecting from your Agency Account and upgrade from there.

    • Click on the Upgrade Now button under Premium Plan.

    • You will be prompted to: Select a Sub-Account now, or Continue without linking: Select a sub account by typing its name

    • How to Enable Prospecting in a Sub-Account (image 8 of 10) What this shows From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool What this shows Shows what this covers for step 4 of 4 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 4 of 4 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". For context, this section explains: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool. This part of the guide covers 3 fields, listed below. Step 4 of 4Image 8 of 10
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseUpgrade from Agency Prospecting Tool
      Buttons and menus referenced From the Reselling TabAgency View > Reselling TabRe-sell ProspectingDirect Company PurchaseUpgrade from Agency Prospecting ToolProspectingUpgrade NowPremium PlanSelect a Sub-AccountContinue without linkingSub-Account
      All 3 steps in this procedure
      1. Navigate to Prospecting from your Agency Account and upgrade from there.
      2. Click on the Upgrade Now button under Premium Plan.
      3. You will be prompted to: Select a Sub-Account now, or Continue without linking: Select a sub account by typing its name
      How to Enable Prospecting in a Sub-Account (image 9 of 10) What this shows From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool What this shows Shows what this covers for step 4 of 4 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 4 of 4 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". For context, this section explains: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool. This part of the guide covers 3 fields, listed below. Step 4 of 4Image 9 of 10
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseUpgrade from Agency Prospecting Tool
      Buttons and menus referenced From the Reselling TabAgency View > Reselling TabRe-sell ProspectingDirect Company PurchaseUpgrade from Agency Prospecting ToolProspectingUpgrade NowPremium PlanSelect a Sub-AccountContinue without linkingSub-Account
      All 3 steps in this procedure
      1. Navigate to Prospecting from your Agency Account and upgrade from there.
      2. Click on the Upgrade Now button under Premium Plan.
      3. You will be prompted to: Select a Sub-Account now, or Continue without linking: Select a sub account by typing its name
      How to Enable Prospecting in a Sub-Account (image 10 of 10) What this shows From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool What this shows Shows what this covers for step 4 of 4 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". This screenshot accompanies step 4 of 4 in the "How to Enable Prospecting in a Sub-Account" section of "How to Share Agency Prospecting Premium Subscription with a Sub-Account". For context, this section explains: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool. This part of the guide covers 3 fields, listed below. Step 4 of 4Image 10 of 10
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseUpgrade from Agency Prospecting Tool
      Buttons and menus referenced From the Reselling TabAgency View > Reselling TabRe-sell ProspectingDirect Company PurchaseUpgrade from Agency Prospecting ToolProspectingUpgrade NowPremium PlanSelect a Sub-AccountContinue without linkingSub-Account
      All 3 steps in this procedure
      1. Navigate to Prospecting from your Agency Account and upgrade from there.
      2. Click on the Upgrade Now button under Premium Plan.
      3. You will be prompted to: Select a Sub-Account now, or Continue without linking: Select a sub account by typing its name

Best Practice: For full functionality and CRM integration, always start your subscription in a Sub-Account.

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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