# 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. - Source: https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-reach-out-to-prospect-leads-generated-via-the-prospecting-tool - Section: Agency View / Prospecting Tool - Reading time: 4 min - Images: 4, each explained below - Modified on Fri, 6 Mar at 8:58 AM --- 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](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-subscription/how-to-share-agency-prospecting-premium-subscription-with-a-sub-account) with it to get access  2. And then [Migrate the Prospects](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account) 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](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-resell-and-use-prospecting-tool-for-sub-accounts) inside Agency View 2. Toggle ON Prospecting Tab 3. If you already have a sub account 1. You can simply [migrate prospects](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account) 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: - [AI-Generated Prospecting](https://docs.ghlcustomercare.com/docs/agency-view/core-functionality/step-by-step-how-to-generate-prospects-by-ai)  - Manual Google Business Search - Embedded Prospecting Widget on your site 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047915821/original/bIf7Nb3BbWW35G35dBF3lMSChwqzubMiRg.png) **How Prospects Are Added to Your Contact List (image 1 of 4)** 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…. - What this covers: While generating a new prospect - you will also get notified for this - Fields: AI-Generated Prospecting, Manual Google Business Search, Embedded Prospecting Widget on your site, Start email/SMS outreach, Trigger workflows for automated nurturing, Migrating (Copying) from Agency to a Sub Account - Next: 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 through the Prospecting Tool. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047915809/original/VUVVU1FuBeAGnXyTSuFRIpVkHwgDT5d5iQ.png) **Step 3 of 3: Value: New Prospect Received** 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. - What this covers: Value: New Prospect Received - Fields: Filter for Prospect Leads, Under the filter dropdown, choose:, Field: Tag, Condition: is, Value: New Prospect Received - Controls: Navigate to Your Sub-Account, Go to the “Contacts” Tab, left navigation sidebar, Filter for Prospect Leads, “More Filters”, Apply the Filter Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047915810/original/VEA1SXXwtgx8pssE9b-yBBBIjCHejLTvfw.jpeg) **Steps to Find Prospects in Your Contact List (image 3 of 4)** 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. - Where to go: 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 through the Prospecting Tool. - Fields: Filter for Prospect Leads, Under the filter dropdown, choose:, Field: Tag, Condition: is, Value: New Prospect Received - Controls: Navigate to Your Sub-Account, Go to the “Contacts” Tab, left navigation sidebar, Filter for Prospect Leads, “More Filters”, Apply the Filter - Next: 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: Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047915739/original/oN-5XoXyAvmXBFehllng8kRXZnbvEW3kpg.png) **Step 1 of 2: Inside Prospect Tool: Open a Prospect Report and Click Share Option to…** 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. - What to click: Inside Prospect Tool: Open a Prospect Report and Click Share Option to share via SMS or Email - Fields: Once you locate a prospect in your contact list, you can:, Schedule an appointment - Controls: Click on a Contact Card, Email or SMS, Marketing Audit Report, Click the Three Dots (⋮) on a Contact, Opportunities/Pipelines, Schedule an appointment - Next: Once you locate a prospect in your contact list, you can: Full 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 →](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/workflow-trigger-for-new-prospects-in-the-prospecting-tool) 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) --- ## Related Guides - [How to Migrate Prospects to Sub-Account →](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account) - [Advance Prospecting Guide for Agencies →](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/free-vs-premium-prospecting-in-ghl-customer-care) - [Using Workflows to Automate Prospect Follow-Ups →](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/workflow-trigger-for-new-prospects-in-the-prospecting-tool) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com