# 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.

- Source: https://docs.ghlcustomercare.com/docs/agency-view/prospecting-subscription/how-to-share-agency-prospecting-premium-subscription-with-a-sub-account
- Section: Agency View / Prospecting Subscription
- Reading time: 4 min
- Images: 10, each explained below

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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.

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**TABLE OF CONTENTS**

-   [What is the New Prospecting Tool Sharing Option with a Sub-Account?](#what-is-the-new-prospecting-tool-sharing-option-with-a-sub-account)[](#key-benefits-of-the-new-prospecting-tool-sharing-option)
-   [Key Benefits of the New Prospecting Tool Sharing Option](#key-benefits-of-the-new-prospecting-tool-sharing-option)[](#how-to-share-agency-prospecting-premium-subscription-with-a-sub-account)
-   [How To Share Agency Prospecting Premium Subscription with a Sub-Account](#how-to-share-agency-prospecting-premium-subscription-with-a-sub-account)[](#if-you-have-already-subscribed-to-prospecting-premium-at-the-agency-level)
    -   [If you have already subscribed to Prospecting Premium at the agency level](#if-you-have-already-subscribed-to-prospecting-premium-at-the-agency-level)[](#upgrading-to-prospecting-premium-for-the-first-time)
    -   [If you are subscribing to Prospecting Premium for the first time](#upgrading-to-prospecting-premium-for-the-first-time)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **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)

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## **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.

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## **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](https://jumpshare.com/v/rvWEy11fSlpCCrhiL4MQ+/Screen+Shot+2025-06-20+at+7.39.38+PM.png)

**Step 1 of 4: Click on Prospecting from your agency 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.
- What to click: Click on Prospecting from your agency account.
- Controls: Prospecting, Settings, Link your Sub-Account, Link Now
- Next: Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.

Full 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…](https://jumpshare.com/v/UMNh1LoVBsDQ9REOLsyq+/Screen+Shot+2025-06-20+at+7.43.48+PM.png)

**Step 2 of 4: Click on the Settings tab and then Manage Subscription: Now Click on…**

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.
- What to click: Click on the Settings tab and then Manage Subscription: Now Click on the Link your Sub-Account button.
- Controls: Settings, Link your Sub-Account, Prospecting, Link Now
- Next: Choose the sub-account you wish to link from your list.

Full 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](https://jumpshare.com/v/n4PXVRu1NVk9Vj5kkupG+/Screen+Shot+2025-06-20+at+7.45.49+PM.png)

**Step 3 of 4: Choose the sub-account you wish to link from your list**

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.
- What to choose: Choose the sub-account you wish to link from your list.
- Controls: Prospecting, Settings, Link your Sub-Account, Link Now
- Next: Click on the Link Now button to confirm selection.

Full 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](https://jumpshare.com/v/L51JDZNG7cNy2kNEggEU+/Screen+Shot+2025-06-20+at+8.04.09+PM.png)

**Step 4 of 4: Click on the Link Now button to confirm selection**

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.
- How to confirm: Click on the Link Now button to confirm selection.
- Controls: Link Now, Prospecting, Settings, Link your Sub-Account

Full 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

    

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# 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053442062/original/zfhsbed4B-7n7qVNBX_XEcgeZo1UhyAKYQ.png)

**Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level. (image 5 of 10)**

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.
- Where to go: 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.
- Controls: Settings, either, Agency, linked sub-account, without linking any sub-account
- Next: You have two ways to upgrade the Prospecting Tool to Premium:

Full 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).
        

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## **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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053443359/original/bIIB6n4lo_MN4Pvecai6IVaCsnoPJOEbWg.png)

**Step 2 of 2: Save & enable the toggle for Re-sell Prospecting**

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.

- Path: Agency View > Reselling Tab Save
- What to choose: Save & enable the toggle for Re-sell Prospecting
- Fields: From the Reselling Tab, Direct Company Purchase, Upgrade from Agency Prospecting Tool
- Controls: Re-sell Prospecting, From the Reselling Tab, Agency View > Reselling Tab, Direct Company Purchase, Upgrade from Agency Prospecting Tool, Prospecting, Upgrade Now, Premium Plan, Select a Sub-Account, Continue without linking, Sub-Account

Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053443374/original/tc9eB_VStl7xlp-ZRUWAs1yq_j2qAdobVA.jpeg)

**Step 1 of 1: Purchase Prospecting Premium directly at the Sub-Account level**

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.
- What this covers: Purchase Prospecting Premium directly at the Sub-Account level.
- Fields: From the Reselling Tab, Direct Company Purchase, Upgrade from Agency Prospecting Tool
- Controls: From the Reselling Tab, Agency View > Reselling Tab, Re-sell Prospecting, Direct Company Purchase, Upgrade from Agency Prospecting Tool, Prospecting, Upgrade Now, Premium Plan, Select a Sub-Account, Continue without linking, Sub-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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053443556/original/nx4wK0qoJTovXSbybGkNbjmBcjtH2Y-Xsg.jpeg)

**How to Enable Prospecting in a Sub-Account (image 8 of 10)**

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.
- Fields: From the Reselling Tab, Direct Company Purchase, Upgrade from Agency Prospecting Tool
- Controls: From the Reselling Tab, Agency View > Reselling Tab, Re-sell Prospecting, Direct Company Purchase, Upgrade from Agency Prospecting Tool, Prospecting, Upgrade Now, Premium Plan, Select a Sub-Account, Continue without linking, Sub-Account

Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053443577/original/fkxQDLFwY_Ose0gBbD2VX4wKLhEzx0-j9A.jpeg)

**How to Enable Prospecting in a Sub-Account (image 9 of 10)**

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.
- Fields: From the Reselling Tab, Direct Company Purchase, Upgrade from Agency Prospecting Tool
- Controls: From the Reselling Tab, Agency View > Reselling Tab, Re-sell Prospecting, Direct Company Purchase, Upgrade from Agency Prospecting Tool, Prospecting, Upgrade Now, Premium Plan, Select a Sub-Account, Continue without linking, Sub-Account

Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053443587/original/c5xIXY1c0HpiLLC6Kj0J5xkL_k8sly_8KQ.jpeg)

**How to Enable Prospecting in a Sub-Account (image 10 of 10)**

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.
- Fields: From the Reselling Tab, Direct Company Purchase, Upgrade from Agency Prospecting Tool
- Controls: From the Reselling Tab, Agency View > Reselling Tab, Re-sell Prospecting, Direct Company Purchase, Upgrade from Agency Prospecting Tool, Prospecting, Upgrade Now, Premium Plan, Select a Sub-Account, Continue without linking, Sub-Account

Full 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

        
          
        

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

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## **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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## **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 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)
-   [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 Reach Out to Prospect Leads Generated via the Prospecting Tool](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-reach-out-to-prospect-leads-generated-via-the-prospecting-tool)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com