Skip to content
Agency View

Prospecting at Sub Accounts: Complete Guide Benefits & Setup

Prospecting at sub account level enables you to do more advanced prospecting from finding new leads, nurturing and outreach them seamlessly at one place…

3 min read653 words11 explained imagesUpdated Wed, 10 Sep, 2025 at 5:43 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. If you already have an active Prospecting Subscription at AgencyYou can Link a sub account with it to get access at your sub account.And then Migrate the Prospects to that Sub Account (it will automatically copy them to your contacts, and triggers workflow if any)Then go to that Sub account, click Marketing Tab and then select Prospecting Tab
  2. If you want Prospecting for more than one sub account
  3. How to Migrate (Copy) existing Prospects from Agency to Sub Accounts?
  4. Related Articles

Prospecting at sub account level enables you to do more advanced prospecting from finding new leads, nurturing and outreach them seamlessly at one place. Therefore now Prospecting is available in two areas:

  1. In Agency  – for lead discovery and basic prospecting
  2. In Sub-Account  – for advanced engagement and automation (Add Leads to Contact, Setup Workflow Automations for outreach, import to opportunities etc)

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.

Figure 1 What this shows Only Sub-Accounts can send emails, SMS, and run workflows. What this shows Illustrates "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: 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. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Following are the main benefits why you should do prospecting in your Sub Account. How to enable Prospecting in your Agency sub account. Image 1 of 11 What this coversOnly 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.
Fields in this part of the guide In Agency – for lead discovery and basic prospectingHow to enable Prospecting in your Agency sub account
Buttons and menus referenced In AgencyIn Sub-AccountOnly Sub-AccountsTABLE OF CONTENTS
Next stepFollowing are the main benefits why you should do prospecting in your Sub Account. How to enable Prospecting in your Agency sub account
All 2 steps in this procedure
  1. In Agency – for lead discovery and basic prospecting
  2. In Sub-Account – for advanced engagement and automation (Add Leads to Contact, Setup Workflow Automations for outreach, import to opportunities etc)

TABLE OF CONTENTS

Following are the Key Benefits of using Prospecting Tool in your Sub Account.

1. Add Prospect to your CRM Contacts
1. Add Prospect to your CRM Contacts (image 2 of 11) What this shows Following are the main benefits why you should do prospecting in your Sub Account. What this shows Illustrates the "1. Add Prospect to your CRM Contacts" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in the "1. Add Prospect to your CRM Contacts" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: Following are the main benefits why you should do prospecting in your Sub Account. How to enable Prospecting in your Agency sub account. Immediately after, the guide continues: Prospect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in Agency Level Prospecting) This is valid for prospect created manually, via prospecting widgets or via…. Image 2 of 11 What this coversFollowing are the main benefits why you should do prospecting in your Sub Account. How to enable Prospecting in your Agency sub account
Buttons and menus referenced contacts lists
Next stepProspect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in Agency Level Prospecting) This is valid for prospect created manually, via prospecting widgets or via Prospect AI - as soon as prospects are created they automatically added to your contact
All 2 steps in this procedure
  1. Prospect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in Agency Level Prospecting)
  2. This is valid for prospect created manually, via prospecting widgets or via Prospect AI - as soon as prospects are created they automatically added to your contact

  1. Prospect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in Agency Level Prospecting)
  2. This is valid for prospect created manually, via prospecting widgets or via Prospect AI - as soon as prospects are created they automatically added to your contact

1. Add Prospect to your CRM Contacts (image 3 of 11) What this shows Prospect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in… What this shows Illustrates the "1. Add Prospect to your CRM Contacts" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in the "1. Add Prospect to your CRM Contacts" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: Prospect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in Agency Level Prospecting) This is valid for prospect created manually, via prospecting widgets or via Prospect AI - as soon as prospects are created they…. Immediately after, the guide continues: Multiple Workflows can be triggered for any Prospect generated in a sub account using the prospecting tool (welcome emails, and auto add prospects to your opportunities and pipelines etc) You can trigger workflow for various sources of…. Image 3 of 11 What this coversProspect generated in a sub account gets automatically added to your contacts lists so you can nurture them (this is not possible in Agency Level Prospecting) This is valid for prospect created manually, via prospecting widgets or via Prospect AI - as soon as prospects are created they automatically added to your contact Next stepMultiple Workflows can be triggered for any Prospect generated in a sub account using the prospecting tool (welcome emails, and auto add prospects to your opportunities and pipelines etc) You can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets


2. Setup Workflows for New Prospect Generated

  1. Multiple Workflows can be triggered for any Prospect generated in a sub account using the prospecting tool (welcome emails, and auto add prospects to your opportunities and pipelines etc)
  2. You can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets
    Step 2 of 2: You can trigger workflow for various sources of Prospect Generation… What this shows Step 2 of 2: You can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets What this shows Shows what this covers for step 2 of 2 in the "2. Setup Workflows for New Prospect Generated" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot accompanies step 2 of 2 in the "2. Setup Workflows for New Prospect Generated" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". At this point in the walkthrough you you can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets. Step 2 of 2Image 4 of 11 What this coversYou can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets
    All 2 steps in this procedure
    1. Multiple Workflows can be triggered for any Prospect generated in a sub account using the prospecting tool (welcome emails, and auto add prospects to your opportunities and pipelines etc)
    2. You can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets this image

3. Send Prospecting Audit Reports to your clients

  1. Send prospecting Audit Reports to your Prospects via emails using custom objects in emails
    Step 1 of 2: Send prospecting Audit Reports to your Prospects via emails using… What this shows Step 1 of 2: Send prospecting Audit Reports to your Prospects via emails using custom objects in emails What this shows Shows what this covers for step 1 of 2 in the "3. Send Prospecting Audit Reports to your clients" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot accompanies step 1 of 2 in the "3. Send Prospecting Audit Reports to your clients" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". At this point in the walkthrough you send prospecting Audit Reports to your Prospects via emails using custom objects in emails. The next step is to you can also manually send Prospecting audit reports using sharing option. Step 1 of 2Image 5 of 11 What this coversSend prospecting Audit Reports to your Prospects via emails using custom objects in emails Next stepYou can also manually send Prospecting audit reports using sharing option
    All 2 steps in this procedure
    1. Send prospecting Audit Reports to your Prospects via emails using custom objects in emails this image
    2. You can also manually send Prospecting audit reports using sharing option
  2. You can also manually send Prospecting audit reports using sharing option
3. Send Prospecting Audit Reports to your clients (image 6 of 11) What this shows Send prospecting Audit Reports to your Prospects via emails using custom objects in emails You can also manually send Prospecting audit… What this shows Illustrates the "3. Send Prospecting Audit Reports to your clients" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in the "3. Send Prospecting Audit Reports to your clients" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: Send prospecting Audit Reports to your Prospects via emails using custom objects in emails You can also manually send Prospecting audit reports using sharing option. Immediately after, the guide continues: You can enable it in three ways. Image 6 of 11 What this coversSend prospecting Audit Reports to your Prospects via emails using custom objects in emails You can also manually send Prospecting audit reports using sharing option Next stepYou can enable it in three ways:
All 2 steps in this procedure
  1. Send prospecting Audit Reports to your Prospects via emails using custom objects in emails
  2. You can also manually send Prospecting audit reports using sharing option

How to enable Prospecting in your Agency 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 What this shows Step 2 of 2: Save & enable the toggle for Re-sell Prospecting What this shows Shows what to choose for step 2 of 2 in the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot accompanies step 2 of 2 in the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". 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. Step 2 of 2Path: Agency View > Reselling Tab SaveImage 7 of 11 What to chooseSave & enable the toggle for Re-sell Prospecting
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseDon't click - 'continue without linking sub account' option
      Buttons and menus referenced Re-sell ProspectingFrom the Reselling TabAgency View > Reselling TabDirect Company PurchaseProspecting
      All 2 steps in this 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 each Sub-Account level. 

      Step 1 of 1: Purchase Prospecting Premium directly at each Sub-Account level What this shows Step 1 of 1: Purchase Prospecting Premium directly at each Sub-Account level. What this shows Shows what this covers for step 1 of 1 in the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot accompanies step 1 of 1 in the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". At this point in the walkthrough you purchase Prospecting Premium directly at each Sub-Account level. This part of the guide covers 3 fields, listed below. Step 1 of 1Image 8 of 11 What this coversPurchase Prospecting Premium directly at each Sub-Account level.
      Fields in this part of the guide From the Reselling TabDirect Company PurchaseDon't click - 'continue without linking sub account' option
      Buttons and menus referenced From the Reselling TabAgency View > Reselling TabRe-sell ProspectingDirect Company PurchaseProspecting

  3. Upgrade from Agency Prospecting Tool by Linking A Sub Account

    • Navigate to Prospecting from your Agency Account and upgrade from there.

    • Click on Upgrade - and then search a sub account name and click continue to Pay

    • Don't click - 'continue without linking sub account' option

How to enable Prospecting in your Agency sub account (image 9 of 11) What this shows From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account What this shows Illustrates the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account. Immediately after, the guide continues: Once Enabled then locate it inside Marketing Tab in your Sub Account. Image 9 of 11 What this coversFrom the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account Next stepOnce Enabled then locate it inside Marketing Tab in your Sub Account

How to enable Prospecting in your Agency sub account (image 10 of 11) What this shows From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account What this shows Illustrates the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in the "How to enable Prospecting in your Agency sub account" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account. Immediately after, the guide continues: Once Enabled then locate it inside Marketing Tab in your Sub Account. Image 10 of 11 What this coversFrom the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account Next stepOnce Enabled then locate it inside Marketing Tab in your Sub Account

Once Enabled then locate it inside Marketing Tab in your Sub Account

  • Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar

Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar (image 11 of 11) What this shows Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar What this shows Illustrates the "Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". This screenshot appears in the "Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar" section of "Prospecting at Sub Accounts: Complete Guide Benefits & Setup". The text alongside this image reads: Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar. Immediately after, the guide continues: Go to Reselling Tab inside Agency View Toggle ON Prospecting Tab Go to that sub account: Marketing Tab and then select Prospecting Tab. Image 11 of 11 Where to goNavigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar Next stepGo to Reselling Tab inside Agency View Toggle ON Prospecting Tab Go to that sub account: Marketing Tab and then select Prospecting Tab

If you want Prospecting for more than one sub account 

  • Go to Reselling Tab inside Agency View
  • Toggle ON Prospecting Tab
  • Go to that sub account:  Marketing Tab and then select Prospecting Tab


How to Migrate (Copy) existing Prospects from Agency to Sub Accounts?

  1. Go to Prospecting Tab in Agency and then navigate to Settings
  2. Now Click 'Migrate' and then click 'Migrate Prospect Button
  3. Choose a sub account where you wan to migrate (only those sub accounts would be shown where Prospecting Premium is Active, so either buy or Link with existing Agency Subscription)
  4. Select All Prospects available on the selected sub account or select manually
  5. No click 'Migrate' to successfully copy the selected Prospects into the chosen sub account
  6. Go to that Sub Account - click Marketing Tab and then Prospecting: Your Prospects are here now (also stays back in the Agency Account as well for future)

Detailed Article: Here




Frequently asked questions

How to Migrate (Copy) existing Prospects from Agency to Sub Accounts?
Go to Prospecting Tab in Agency and then navigate to Settings Now Click 'Migrate' and then click 'Migrate Prospect Button Choose a sub account where you wan to migrate (only those sub accounts would be shown where Prospecting Premium is Active, so either buy or Link with existing Agency Subscription) Select All Prospects available on the selected sub account or select manually No click 'Migrate' to successfully copy the selected Prospects into the chosen sub account Go to that Sub Account - click Marketing Tab and then Prospecting: Your Prospects are here now (also stays back in the Agency Account as well for future) Detailed Article: Here

Was this guide helpful?

Related guides

How to Resell and use Prospecting Tool for Sub-Accounts2 min read · 8 imagesProspecting Tool - Migrate Prospects from Agency to Sub-Account3 min read · 5 imagesHow to Reach Out to Prospect Leads Generated via the Prospecting Tool4 min read · 4 imagesProspecting: Competitor Analysis Report3 min read · 4 images