# 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. - Source: https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account - Section: Agency View / Prospecting Tool - Reading time: 3 min - Images: 5, each explained below - 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?](#what-is-prospect-migration) - [Prerequisites](#prerequisites)[](#key-benefits-of-prospect-migration) - [Key Benefits of Prospect Migration](#key-benefits-of-prospect-migration)[](#how-to-use-the-prospect-migration-feature) - [How To Use the Prospect Migration Feature](#how-to-use-the-prospect-migration-feature)[](#step-1-access-the-prospecting-dashboard) - [Step 1: Access the Prospecting Dashboard](#step-1-access-the-prospecting-dashboard)[](#step-2-open-the-migration-tab) - [Step 2: Open the Migration Tab](#step-2-open-the-migration-tab)[](#step-3-select-a-sub-account) - [Step 3: Select a Sub-Account](#step-3-select-a-sub-account)[](#step-4-choose-prospects-to-migrate) - [Step 4: Choose Prospects to Migrate](#step-4-choose-prospects-to-migrate)[](#step-5-execute-the-migration) - [Step 5: Execute the Migration](#step-5-execute-the-migration)[](#what-happens-after-migration) - [What Happens After Migration?](#what-happens-after-migration)[](#flexible-reuse-of-prospects) - [Flexible Reuse of Prospects](#flexible-reuse-of-prospects)[](#frequently-asked-questions) - [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles) - [Related Articles](#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** 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)](https://jumpshare.com/v/aLIT8F4APsdh1jBLczxc+/Screen+Shot+2025-06-23+at+8.18.34+PM.png) **Step 1: Access the Prospecting Dashboard (image 1 of 5)** 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. - What to click: Login to your GHL Customer Care Agency Account. Click on the Prospecting option in the left-hand navigation. - Controls: Agency Account., Prospecting - Next: 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. Full 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)](https://jumpshare.com/v/Ixb5j4rjx15W92zqBs7T+/Screen+Shot+2025-06-23+at+8.21.10+PM.png) **Step 2: Open the Migration Tab (image 2 of 5)** 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. - What to choose: 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. - Controls: Settings, Migrate, Migrate Prospects - Next: In the pop-up or dropdown, choose a sub-account from the list provided. Full 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)](https://jumpshare.com/v/37RJbMb6WD6zjTQ3k1W2+/Screen+Shot+2025-06-23+at+9.51.27+PM.png) **Step 3: Select a Sub-Account (image 3 of 5)** 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. - What this covers: Note: Only sub-accounts that have an active Prospecting Premium subscription will be listed. - Controls: sub-account, active Prospecting Premium subscription - Next: Click 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)](https://jumpshare.com/v/fJJwAxCpWenpWbV5HTYs+/GIF+Recording+2025-06-23+at+9.53.14+PM.gif) **Step 4: Choose Prospects to Migrate (image 4 of 5)** 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. - What to choose: Click the Select Prospects button. From the dropdown list, you can: - Fields: From the dropdown list, you can: - Controls: Select Prospects, one, multiple, Select All - Next: Once your selections are complete, click the Migrate button to initiate the transfer. Full 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)](https://jumpshare.com/v/cS9oCsLOtv9w1Mp5qM0m+/Screen+Shot+2025-06-23+at+9.58.21+PM.png) **Step 5: Execute the Migration (image 5 of 5)** 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. - What to click: Once your selections are complete, click the Migrate button to initiate the transfer. - Controls: Migrate - Next: Once 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. --- ## **Related Articles** - [Free vs Premium Prospecting in GHL Customer Care – Complete Guide for Agencies](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/free-vs-premium-prospecting-in-ghl-customer-care) - [How to Generate Leads Using the GHL Customer Care Prospecting Tool - The Ultimate Guide](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/how-to-generate-leads-using-the-ghl-customer-care-prospecting-tool) - [How to Share Agency Prospecting Premium Subscription with a Sub-Account](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-subscription/how-to-share-agency-prospecting-premium-subscription-with-a-sub-account) - [How to Resell and use Prospecting Tool for Sub-Accounts](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-resell-and-use-prospecting-tool-for-sub-accounts)[](#) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com