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How to Reach Out to Prospect Leads Generated via the Prospecting Tool

Learn where Prospecting works, how prospects sync to Contacts, and how to engage them via email, SMS, or workflows in a sub-account.

4 min read788 words4 explained imagesUpdated Fri, 6 Mar at 8:58 AM
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On this page
  1. Where Can You Use Prospecting?
  2. How Prospects Are Added to Your Contact List
  3. Steps to Find Prospects in Your Contact List
  4. How to Engage with a Prospect
  5. Engage from a Prospect Card (Prospecting dashboard)
  6. Automate Prospect Follow-Up Using Workflows
  7. View the Complete Guide to Prospecting Workflow Triggers →
  8. What If a Prospect Doesn't Appear in Contacts?
  9. Here’s What You Can Do:
  10. Pro Tips
  11. Related Guides

When you generate leads through the Prospecting Tool in GHL Customer Care — whether through AI, manual search, or the Prospecting widget — those prospects are automatically added to your Contact List inside the Sub-Account CRM. This allows you to seamlessly begin your outreach efforts through email, SMS, or workflows.

This guide walks you through how to find these leads, engage with them, and leverage GHL Customer Care’s CRM to convert them into clients.

Where Can You Use Prospecting?

Prospecting is available in two areas:

  • Agency View – for lead discovery and basic prospecting

  • Sub-Account View – for advanced engagement and automation

Only Sub-Accounts can send emails, SMS, and run workflows. That’s why prospecting efforts are most powerful when done (or migrated) inside a sub-account.

How to enable Prospecting in Sub Account

  1. If you already have an active Prospecting Subscription at Agency
    1. You can Link a sub account with it to get access 
    2. And then Migrate the Prospects to that Sub Account (it will automatically copy them to your contacts, and triggers workflow if any)
    3. Go to that sub account and find Prospecting inside the Marketing Tab
  2. If you want it for more than one sub account 
    1. Go to Reselling Tab inside Agency View
    2. Toggle ON Prospecting Tab
  3. If you already have a sub account
    1. You can simply migrate prospects from Agency to Sub Account (it will automatically add them to your contacts, and triggers workflow if any)

How Prospects Are Added to Your Contact List

This is possible when Prospecting done in Sub Account level

No manual setup needed — prospects are automatically added to your Contacts in a sub-account when they are generated via:

This means you can immediately:

  • Start email/SMS outreach

  • Add them to your CRM pipelines

  • Trigger workflows for automated nurturing

  • Migrating (Copying) from Agency to a Sub Account

While generating a new prospect - you will also get notified for this

How Prospects Are Added to Your Contact List (image 1 of 4) What this shows While generating a new prospect - you will also get notified for this What this shows Illustrates the "How Prospects Are Added to Your Contact List" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". This screenshot appears in the "How Prospects Are Added to Your Contact List" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". The text alongside this image reads: While generating a new prospect - you will also get notified for this. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Navigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done. Go to the “Contacts” Tab Find this in the left navigation sidebar inside the sub-account dashboard. Filter for Prospect Leads Apply the…. Image 1 of 4 What this coversWhile generating a new prospect - you will also get notified for this
Fields in this part of the guide AI-Generated ProspectingManual Google Business SearchEmbedded Prospecting Widget on your siteStart email/SMS outreachTrigger workflows for automated nurturingMigrating (Copying) from Agency to a Sub Account
Next stepNavigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done. Go to the “Contacts” Tab Find this in the left navigation sidebar inside the sub-account dashboard. Filter for Prospect Leads Apply the Filter You’ll now see a list of all contacts generated through the Prospecting Tool.
All 3 steps in this procedure
  1. AI-Generated Prospecting
  2. Manual Google Business Search
  3. Embedded Prospecting Widget on your site

Steps to Find Prospects in Your Contact List

  1. Navigate to Your Sub-Account
    From your Agency view, enter the Sub-Account where prospecting was done.

  2. Go to the “Contacts” Tab
    Find this in the left navigation sidebar inside the sub-account dashboard.

  3. Filter for Prospect Leads

    • Click on the “More Filters” button on the top-right of the Contacts page.

    • Under the filter dropdown, choose:

      • Field: Tag

      • Condition: is

      • Value: New Prospect Received 

        Step 3 of 3: Value: New Prospect Received What this shows Step 3 of 3: Value: New Prospect Received What this shows Shows what this covers for step 3 of 3 in the "Steps to Find Prospects in Your Contact List" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". This screenshot accompanies step 3 of 3 in the "Steps to Find Prospects in Your Contact List" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". At this point in the walkthrough you value: New Prospect Received. For context, this section explains: Navigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done. Go to the “Contacts” Tab Find this in the left navigation sidebar inside the sub-account dashboard. Filter for Prospect Leads Apply the Filter You’ll now see a list of all contacts generated…. This part of the guide covers 5 fields, listed below. Step 3 of 3Image 2 of 4 What this coversValue: New Prospect Received
        Fields in this part of the guide Filter for Prospect LeadsUnder the filter dropdown, choose:Field: TagCondition: isValue: New Prospect Received
        Buttons and menus referenced Navigate to Your Sub-AccountGo to the “Contacts” Tableft navigation sidebarFilter for Prospect Leads“More Filters”Apply the Filter
        All 3 steps in this procedure
        1. Field: Tag
        2. Condition: is
        3. Value: New Prospect Received this image

  4. Apply the Filter
    You’ll now see a list of all contacts generated through the Prospecting Tool.

Steps to Find Prospects in Your Contact List (image 3 of 4) What this shows Navigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done. What this shows Illustrates the "Steps to Find Prospects in Your Contact List" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". This screenshot appears in the "Steps to Find Prospects in Your Contact List" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". The text alongside this image reads: Navigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done. Go to the “Contacts” Tab Find this in the left navigation sidebar inside the sub-account dashboard. Filter for Prospect Leads Apply the Filter You’ll now see a list of all contacts generated…. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Inside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email Once you locate a prospect in your contact list, you can. Image 3 of 4 Where to goNavigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done. Go to the “Contacts” Tab Find this in the left navigation sidebar inside the sub-account dashboard. Filter for Prospect Leads Apply the Filter You’ll now see a list of all contacts generated through the Prospecting Tool.
Fields in this part of the guide Filter for Prospect LeadsUnder the filter dropdown, choose:Field: TagCondition: isValue: New Prospect Received
Buttons and menus referenced Navigate to Your Sub-AccountGo to the “Contacts” Tableft navigation sidebarFilter for Prospect Leads“More Filters”Apply the Filter
Next stepInside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email Once you locate a prospect in your contact list, you can:
All 4 steps in this procedure
  1. Navigate to Your Sub-Account From your Agency view, enter the Sub-Account where prospecting was done.
  2. Go to the “Contacts” Tab Find this in the left navigation sidebar inside the sub-account dashboard.
  3. Filter for Prospect Leads
  4. Apply the Filter You’ll now see a list of all contacts generated through the Prospecting Tool.

How to Engage with a Prospect

  1. Inside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email
    Step 1 of 2: Inside Prospect Tool: Open a Prospect Report and Click Share Option to… What this shows Step 1 of 2: Inside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email What this shows Shows what to click for step 1 of 2 in the "How to Engage with a Prospect" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". This screenshot accompanies step 1 of 2 in the "How to Engage with a Prospect" section of "How to Reach Out to Prospect Leads Generated via the Prospecting Tool". At this point in the walkthrough you inside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email. This part of the guide covers 2 fields, listed below. The next step is to once you locate a prospect in your contact list, you can. Step 1 of 2Image 4 of 4 What to clickInside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email
    Fields in this part of the guide Once you locate a prospect in your contact list, you can:Schedule an appointment
    Buttons and menus referenced Click on a Contact CardEmail or SMSMarketing Audit ReportClick the Three Dots (⋮) on a ContactOpportunities/PipelinesSchedule an appointment
    Next stepOnce you locate a prospect in your contact list, you can:
    All 2 steps in this procedure
    1. Inside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email this image
    2. Once you locate a prospect in your contact list, you can:
  2. Once you locate a prospect in your contact list, you can:

  • Click on a Contact Card
    View full contact details and manually send an Email or SMS. You’ll also see their linked Marketing Audit Report.

  • Click the Three Dots (⋮) on a Contact
    Quick actions include:

    • Add to Opportunities/Pipelines

    • Schedule an appointment

Engage from a Prospect Card (Prospecting dashboard)

In Sub-Account Prospecting, use the Prospect Card Lead Actions icon to:

  • View contact details.
  • Open recent conversations (SMS, email, or calls) from the same screen.

In Agency Prospecting, these actions can prompt you to switch into a linked sub-account (or create one) before you continue interacting with the lead.

Automate Prospect Follow-Up Using Workflows

Want to make your follow-up process hands-free? You can use the Prospecting Workflow Trigger to automatically engage with leads the moment they’re added to your CRM.

With automation, you can:

  • Instantly send a welcome email or SMS with their Marketing Audit Report

  • Create tasks or internal notifications for your sales team

  • Add the lead to your pipeline or nurture sequences

  • Enrich data or assign tags automatically

View the Complete Guide to Prospecting Workflow Triggers →

Set it up once — and let the system do the work for every new prospect.

What If a Prospect Doesn't Appear in Contacts?

In rare cases, due to temporary sync delays or interruptions, a prospect may not appear automatically in Contacts.

Here’s What You Can Do:

  • Manually create a contact using the details from the Prospecting Tool

  • Tag them as New Prospect Received to stay consistent

  • Add them to workflows or pipelines as needed

? Tip: Always check if Prospecting is enabled and active in the sub-account. Only then will prospects sync properly to CRM.

Pro Tips

  • Create automated workflows that trigger when new prospects are added (using the “New Prospect Received” tag).

  • Use Smart Lists in Contacts to segment and track performance by prospect source.

  • Include AI message suggestions directly in SMS/email outreach for faster follow-ups. (Coming Soon)

Frequently asked questions

Where Can You Use Prospecting?
Prospecting is available in two areas : Agency View – for lead discovery and basic prospecting Sub-Account View – for advanced engagement and automation Only Sub-Accounts can send emails, SMS, and run workflows. That’s why prospecting efforts are most powerful when done (or migrated) inside a sub-account. How to enable Prospecting in Sub Account If you already have an active Prospecting Subscription at Agency You can Link a sub account with it to get access And then Migrate the Prospects to that Sub Account (it will automatically copy them to your contacts, and triggers workflow if any) Go to that sub account and find Prospecting inside the Marketing Tab If you want it for more than one sub account Go to Reselling Tab inside Agency View Toggle ON Prospecting Tab If you already have a sub account You can simply migrate prospects from Agency to Sub Account (it will automatically add them…
What If a Prospect Doesn't Appear in Contacts?
In rare cases, due to temporary sync delays or interruptions, a prospect may not appear automatically in Contacts.

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