# 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… - Source: https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-at-sub-accounts-complete-guide-benefits-setup - Section: Agency View / Prospecting Tool - Reading time: 3 min - Images: 11, each explained below - Modified on Wed, 10 Sep, 2025 at 5:43 AM --- **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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050140635/original/m5Ofa6sMXvr247LN5NX2g-c9gkLdI5C4AQ.jpeg) **Figure 1** 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. - What this covers: 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. - Fields: In Agency – for lead discovery and basic prospecting, How to enable Prospecting in your Agency sub account - Controls: In Agency, In Sub-Account, Only Sub-Accounts, TABLE OF CONTENTS - Next: Following are the main benefits why you should do prospecting in your Sub Account. How to enable Prospecting in your Agency sub account Full 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 main benefits why you should do prospecting in your Sub Account.](#following-are-the-key-benefits-of-using-prospecting-tool-in-your-sub-account) - [How to enable Prospecting in your Agency sub account](#how-to-enable-prospecting-in-your-agency-sub-account) --- # **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050139909/original/zp-A3iptf9jrz5KlKOWUJx8zZQzcx38lSw.jpeg) **1. Add Prospect to your CRM Contacts (image 2 of 11)** 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…. - What this covers: Following are the main benefits why you should do prospecting in your Sub Account. How to enable Prospecting in your Agency sub account - Controls: contacts lists - Next: 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 automatically added to your contact Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050136345/original/2NWLusP3Iq_GLHYlAKATtNhK7BMYjxRNYQ.png) **1. Add Prospect to your CRM Contacts (image 3 of 11)** 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…. - What this covers: 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 automatically added to your contact - Next: 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 Prospect Generation like AI, In-App and Prospecting Widgets **** # **2\. Setup Workflows for New Prospect Generated** 1. ****Multiple [Workflows](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/workflow-trigger-for-new-prospects-in-the-prospecting-tool) 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050437465/original/t3kTex3CJbbsK74nmXfylJkernmeuCBGjg.png) **Step 2 of 2: You can trigger workflow for various sources of Prospect Generation…** 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. - What this covers: You can trigger workflow for various sources of Prospect Generation like AI, In-App and Prospecting Widgets Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050139022/original/xA2Y0R8S2ZCRkX2-edgK2x7CSgMCyxcMqQ.jpeg) **Step 1 of 2: Send prospecting Audit Reports to your Prospects via emails using…** 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. - What this covers: Send prospecting Audit Reports to your Prospects via emails using custom objects in emails - Next: You can also manually send Prospecting audit reports using sharing option Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050140392/original/TfzZQkI-1Jua_kySw5Cpyb__s2gKiUfHDw.png) **3. Send Prospecting Audit Reports to your clients (image 6 of 11)** 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. - What this covers: 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 - Next: You can enable it in three ways: Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053444345/original/aexrLrWLJCf0cpM3f-vc_AJ0aNFoOzM-sQ.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 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. - 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, Don't click - 'continue without linking sub account' option - Controls: Re-sell Prospecting, From the Reselling Tab, Agency View > Reselling Tab, Direct Company Purchase, Prospecting 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 each Sub-Account level.  ![Step 1 of 1: Purchase Prospecting Premium directly at each Sub-Account level](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053444288/original/O96vKST4jGql62Gpm_JLpNVMJCWXGEfwcg.png) **Step 1 of 1: Purchase Prospecting Premium directly at each Sub-Account level** 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. - What this covers: Purchase Prospecting Premium directly at each Sub-Account level. - Fields: From the Reselling Tab, Direct Company Purchase, Don't click - 'continue without linking sub account' option - Controls: From the Reselling Tab, Agency View > Reselling Tab, Re-sell Prospecting, Direct Company Purchase, Prospecting 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053444218/original/kRYt7_jFGjAKe5frDvKUTtEWWkh92-EI6w.png) **How to enable Prospecting in your Agency sub account (image 9 of 11)** 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. - What this covers: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account - Next: Once Enabled then locate it inside Marketing Tab in your Sub Account ![How to enable Prospecting in your Agency sub account (image 10 of 11)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155053444254/original/A2rG8Qp6ptXDkaXFwztGTTJQ3kk4QXXLfA.png) **How to enable Prospecting in your Agency sub account (image 10 of 11)** 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. - What this covers: From the Reselling Tab Direct Company Purchase Upgrade from Agency Prospecting Tool by Linking A Sub Account - Next: Once Enabled then locate it inside Marketing Tab in your Sub Account ### **If you already have an active Prospecting Subscription at Agency ** - 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 at your sub account. - 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) - Then go to that Sub account, click Marketing Tab and then select Prospecting Tab --- 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155050140119/original/b2N56MMwbUgHNQmf7S6nVw2O9q_T3WsqVQ.png) **Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar (image 11 of 11)** 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. - Where to go: Navigate to Marketing Tab inside your sub account - and then locate Prospecting Tab at the top navigation bar - Next: Go 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](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-resell-and-use-prospecting-tool-for-sub-accounts) 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](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account)** --- ## ******Related Articles****** - ****[](https://docs.ghlcustomercare.com/docs/agency-view/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)[](https://docs.ghlcustomercare.com/docs/agency-view/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)[How to Reach Out to Prospect Leads Generated via the Prospecting Too](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/how-to-reach-out-to-prospect-leads-generated-via-the-prospecting-tool)l[ ](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/free-vs-premium-prospecting-in-ghl-customer-care) - [How to Share Agency Prospecting Premium Subscription with a Sub-Account ](https://docs.ghlcustomercare.com/docs/agency-view/premium-prospecting/free-vs-premium-prospecting-in-ghl-customer-care) - [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 more than one Sub-Accounts](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/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)**[](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/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)**[](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