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Prospecting Tool - Migrate Prospects from Agency to Sub-Account

Learn how to transfer agency-level prospects to sub-accounts for focused nurturing, better lead control, and streamlined prospect management with GHL Customer Care.

3 min read667 words5 explained imagesUpdated Mon, 23 Jun, 2025 at 11:46 AM
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On this page
  1. Prerequisites
  2. Key Benefits of Prospect Migration
  3. How To Use the Prospect Migration Feature
  4. Step 1: Access the Prospecting Dashboard
  5. Step 2: Open the Migration Tab
  6. Step 3: Select a Sub-Account
  7. Step 4: Choose Prospects to Migrate
  8. Step 5: Execute the Migration
  9. What Happens After Migration?
  10. Flexible Reuse of Prospects
  11. Frequently Asked Questions
  12. Related Articles

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?

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

  1. The destination sub-account must have Premium Prospecting activated.
  2. 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

  1. Login to your GHL Customer Care Agency Account.

  2. Click on the Prospecting option in the left-hand navigation.

Step 1: Access the Prospecting Dashboard (image 1 of 5) What this shows Login to your GHL Customer Care Agency Account. What this shows Illustrates the "Step 1: Access the Prospecting Dashboard" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". This screenshot appears in the "Step 1: Access the Prospecting Dashboard" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". The text alongside this image reads: Login to your GHL Customer Care Agency Account. Click on the Prospecting option in the left-hand navigation. Immediately after, the guide continues: 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. Image 1 of 5 What to clickLogin to your GHL Customer Care Agency Account. Click on the Prospecting option in the left-hand navigation.
Buttons and menus referenced Agency Account.Prospecting
Next stepWithin 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.
All 2 steps in this procedure
  1. Login to your GHL Customer Care Agency Account.
  2. Click on the Prospecting option in the left-hand navigation.

Step 2: Open the Migration Tab

  1. Within the Prospecting section, click the Settings tab at the top.

  2. Inside the Settings area, select the Migrate sub-tab to access the migration interface.

  3. Click the Migrate Prospects button.

Step 2: Open the Migration Tab (image 2 of 5) What this shows Within the Prospecting section, click the Settings tab at the top. What this shows Illustrates the "Step 2: Open the Migration Tab" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". This screenshot appears in the "Step 2: Open the Migration Tab" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". The text alongside this image reads: 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. Immediately after, the guide continues: In the pop-up or dropdown, choose a sub-account from the list provided. Image 2 of 5 What to chooseWithin 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.
Buttons and menus referenced SettingsMigrateMigrate Prospects
Next stepIn the pop-up or dropdown, choose a sub-account from the list provided.
All 3 steps in this procedure
  1. Within the Prospecting section, click the Settings tab at the top.
  2. Inside the Settings area, select the Migrate sub-tab to access the migration interface.
  3. Click the Migrate Prospects button.

Step 3: Select a Sub-Account

  1. 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 3: Select a Sub-Account (image 3 of 5) What this shows Note: Only sub-accounts that have an active Prospecting Premium subscription will be listed. What this shows Illustrates the "Step 3: Select a Sub-Account" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". This screenshot appears in the "Step 3: Select a Sub-Account" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". The text alongside this image reads: Note: Only sub-accounts that have an active Prospecting Premium subscription will be listed. Immediately after, the guide continues: Click the Select Prospects button. From the dropdown list, you can. Image 3 of 5 What this coversNote: Only sub-accounts that have an active Prospecting Premium subscription will be listed.
Buttons and menus referenced sub-accountactive Prospecting Premium subscription
Next stepClick the Select Prospects button. From the dropdown list, you can:

Step 4: Choose Prospects to Migrate

  1. Click the Select Prospects button.

  2. From the dropdown list, you can:

    • Select one prospect.

    • Select multiple prospects.

    • Or use the Select All option to include every available prospect.

Step 4: Choose Prospects to Migrate (image 4 of 5) What this shows Click the Select Prospects button. What this shows Illustrates the "Step 4: Choose Prospects to Migrate" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". This animation appears in the "Step 4: Choose Prospects to Migrate" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". The text alongside this image reads: Click the Select Prospects button. From the dropdown list, you can. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Once your selections are complete, click the Migrate button to initiate the transfer. Image 4 of 5 What to chooseClick the Select Prospects button. From the dropdown list, you can:
Fields in this part of the guide From the dropdown list, you can:
Buttons and menus referenced Select ProspectsonemultipleSelect All
Next stepOnce your selections are complete, click the Migrate button to initiate the transfer.
All 2 steps in this procedure
  1. Click the Select Prospects button.
  2. From the dropdown list, you can:

Step 5: Execute the Migration

  • Once your selections are complete, click the Migrate button to initiate the transfer.

Step 5: Execute the Migration (image 5 of 5) What this shows Once your selections are complete, click the Migrate button to initiate the transfer. What this shows Illustrates the "Step 5: Execute the Migration" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". This screenshot appears in the "Step 5: Execute the Migration" section of "Prospecting Tool - Migrate Prospects from Agency to Sub-Account". The text alongside this image reads: Once your selections are complete, click the Migrate button to initiate the transfer. Immediately after, the guide continues: Once migration is complete, the selected prospects. Image 5 of 5 What to clickOnce your selections are complete, click the Migrate button to initiate the transfer.
Buttons and menus referenced Migrate
Next stepOnce migration is complete, the selected prospects:

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.

Frequently asked questions

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.

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