# Prospecting Tool - AI Recommendations for New Agencies

> Jump-start prospecting with a one-time list of local, high-fit leads based on your niche and location. Learn eligibility, delivery, & how to enable ongoing AI.

- Source: https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-ai-recommendations-for-new-agencies
- Section: Agency View / Prospecting Tool
- Reading time: 4 min
- Images: 10, each explained below
- Modified on Wed, 4 Mar at 9:19 AM

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Prospect AI Recommendations for New Agencies jump-starts your first outreach by delivering a one-time list of local, high-fit leads based on your business niche and location. This article explains eligibility, how recommendations are delivered, and the steps to turn early momentum into ongoing automated lead discovery with Prospect AI.

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**TABLE OF CONTENTS**

-   [What is Prospect AI Recommendations for New Agencies?](#what-is-prospect-ai-recommendations-for-new-agencies)[](#key-benefits-of-prospect-ai-recommendations-for-new-agencies)
-   [Key Benefits of Prospect AI Recommendations for New Agencies](#key-benefits-of-prospect-ai-recommendations-for-new-agencies)[](#eligibility-and-cool-down-period)
-   [Eligibility & Cool-Down Period](#eligibility-and-cool-down-period)[](#one-time-recommendations)
-   [One-Time Recommendations](#one-time-recommendations)[](#how-to-use-ai-recommended-prospects)
-   [How To Use AI Recommended Prospects](#how-to-use-ai-recommended-prospects)[](#next-steps)
-   [Next Steps](#next-steps)[](#frequently-asked-questions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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# **What is Prospect AI Recommendations for New Agencies?**

Prospect AI Recommendations for New Agencies is a one-time assist for brand-new agencies that haven’t started prospecting yet. Using your agency’s niche, location, and postal code, GHL Customer Care surfaces a handful of nearby businesses so you can quickly generate Marketing Audit Reports, reach out, and enable Prospect AI for continuous discovery.

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## **Key Benefits of Prospect AI Recommendations for New Agencies**

-   **Accelerates activation**: Removes the “where do I start?” barrier by placing actionable leads in your hands.
    
-   **Shows value early**: Demonstrates how Prospecting works using leads tightly matched to your niche and service area.
    
-   **Supports retention**: Reduces churn risk in the first 30 days by prompting meaningful first actions.
    
-   **Sets up future use**: Increases the likelihood you’ll enable Prospect AI for ongoing, automated lead discovery.
    

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## **Eligibility & Cool-Down Period**

Eligibility rules ensure recommendations are timely and relevant. The cool-down gives you space to explore the platform independently before we step in to help.

-   **Who qualifies**: Agencies that are **15–30 days** old on the platform **and** have **not yet generated any prospects**.
    
-   **Why a cool-down**: The first **15 days** are left open for natural exploration. After that, eligible agencies receive a one-time assist so you’re not left wondering how to begin.
    
-   **One-time policy**: Each eligible agency receives **one** set of recommendations. No repeats or refreshes will be sent.
    

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## **One-Time Recommendations**

The recommendations you receive are curated to your agency’s setup so your first actions feel obvious and impactful.

-   **Contextual to your agency**: Uses your **niche + location + postal code** to surface nearby leads.
    
-   **Channel**: Recommendations are delivered **via email** to agency admins.
    
-   **Local and relevant**: Prioritizes businesses in your service area rather than generic or random leads.
    
-   **Action-ready**: Each lead is suitable for generating a **Marketing Audit Report** and starting outreach.
    

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## **How To Use AI Recommended Prospects**

Following these steps ensures you capture early momentum and establish ongoing prospecting habits with Prospect AI.

### **Step 1:** Go to Prospecting

1.  Login to your Agency account.  
      
    
2.  Click on **Prospecting**.  
      
    
3.  You will see a list of **3 Leads** under All Prospect with the tag **AI Recommended Lead**.  
    
    
![Step 3 of 7: You will see a list of 3 Leads under All Prospect with the tag AI…](https://jumpshare.com/share/v5CinsHBnGRSk88kLiA5+/Screen+Shot+2026-03-04+at+19.33.00.png)

**Step 3 of 7: You will see a list of 3 Leads under All Prospect with the tag AI…**

This screenshot accompanies step 3 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you you will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead. The next step is to review the list of recommended local leads.
- What this covers: You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.
- Controls: 3 Leads, AI Recommended Lead, Prospecting, Marketing Audit Report, r, Email
- Next: Review the list of recommended local leads.

Full procedure:

1. Login to your Agency account.
2. Click on Prospecting.
3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.  <- this image
4. Review the list of recommended local leads.
5. Generate Marketing Audit Report and r each out to the leads.
6. You will also receive an Email with the list of prospects.
7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.

    
4.  Review the list of recommended local leads.
    
5.  Generate **Marketing Audit Report** and **r**each out to the leads.
    
    
![Step 5 of 7: Generate Marketing Audit Report and r each out to the leads](https://jumpshare.com/share/HEVQUnQ42dA18SJ8NMtV+/Screen+Shot+2026-03-04+at+19.34.33.png)

**Step 5 of 7: Generate Marketing Audit Report and r each out to the leads**

This screenshot accompanies step 5 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you generate Marketing Audit Report and r each out to the leads. The next step is to you will also receive an Email with the list of prospects.
- What this covers: Generate Marketing Audit Report and r each out to the leads.
- Controls: Marketing Audit Report, r, Prospecting, 3 Leads, AI Recommended Lead, Email
- Next: You will also receive an Email with the list of prospects.

Full procedure:

1. Login to your Agency account.
2. Click on Prospecting.
3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.
4. Review the list of recommended local leads.
5. Generate Marketing Audit Report and r each out to the leads.  <- this image
6. You will also receive an Email with the list of prospects.
7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.

    
6.  You will also receive an **Email** with the list of prospects.
    
7.  You can view the prospects in your account directly from the mail and **[book a call with GHL Customer Care's Prospecting Team](https://speakwith.us/anmol-rattan)** for guidance.
    
    
![Step 7 of 7: You can view the prospects in your account directly from the mail and…](https://jumpshare.com/share/IlPgh1iRIJ2Ih6YtsF34+/Your+First+3+Prospects+Are+Ready%21+Set+Up+Prospect+AI+to+Keep+Them+Coming++-+2026-03-04+at+19.36.12.png)

**Step 7 of 7: You can view the prospects in your account directly from the mail and…**

This screenshot accompanies step 7 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you you can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.
- What this covers: You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.
- Controls: Prospecting, 3 Leads, AI Recommended Lead, Marketing Audit Report, r, Email

Full procedure:

1. Login to your Agency account.
2. Click on Prospecting.
3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.
4. Review the list of recommended local leads.
5. Generate Marketing Audit Report and r each out to the leads.
6. You will also receive an Email with the list of prospects.
7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.  <- this image

    

### **Step 2:** Enable Prospect AI for Ongoing Discovery

1.  Navigate to your **Prospecting** > **Prospect AI** from your agency account.
    
2.  Click on **Create Your First AI Agent**.
    
    
![Step 2 of 12: Click on Create Your First AI Agent](https://jumpshare.com/share/vFLAzZ5HGFPDAMmvi6JN+/Screen+Shot+2026-03-04+at+19.41.39.png)

**Step 2 of 12: Click on Create Your First AI Agent**

This screenshot accompanies step 2 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click on Create Your First AI Agent. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to add Agent Name, Agent Specialty (Optional).

- Path: Prospecting > Prospect AI
- What to click: Click on Create Your First AI Agent.
- Controls: Create Your First AI Agent, Prospecting, Prospect AI, Agent Name, Agent Specialty (Optional)., Choose, Add, Niches, Targeting Location, Agent Lead Allocation, Save and Continue, Audit Preferences, Create Agent
- Next: Add Agent Name, Agent Specialty (Optional).

Full procedure:

1. Navigate to your Prospecting > Prospect AI from your agency account.
2. Click on Create Your First AI Agent.  <- this image
3. Add Agent Name, Agent Specialty (Optional).
4. Choose or Add Niches.
5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
6. Set Prospect Finding Strength:
7. Click Save and Continue.
8. Choose Audit Preferences.
9. Click Save and Continue.
10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
12. Click on Create Agent.

    
3.  Add **Agent Name, Agent Specialty (Optional).**
    
4.  **Choose** or **Add****Niches**.
    
    
![Step 4 of 12: Choose or Add Niches](https://jumpshare.com/share/g9LfBgZz3jb7m4xWqaTI+/Screen+Shot+2026-03-04+at+19.47.05.png)

**Step 4 of 12: Choose or Add Niches**

This screenshot accompanies step 4 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you choose or Add Niches. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).

- Path: Prospecting > Prospect AI
- What to choose: Choose or Add Niches.
- Controls: Choose, Add, Niches, Prospecting, Prospect AI, Create Your First AI Agent, Agent Name, Agent Specialty (Optional)., Targeting Location, Agent Lead Allocation, Save and Continue, Audit Preferences, Create Agent
- Next: Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).

Full procedure:

1. Navigate to your Prospecting > Prospect AI from your agency account.
2. Click on Create Your First AI Agent.
3. Add Agent Name, Agent Specialty (Optional).
4. Choose or Add Niches.  <- this image
5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
6. Set Prospect Finding Strength:
7. Click Save and Continue.
8. Choose Audit Preferences.
9. Click Save and Continue.
10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
12. Click on Create Agent.

    
5.  Set **Targeting Location**, **Agent Lead Allocation** and **Lead Generation Schedule(Weekly/Monthly).**
    
    
![Step 5 of 12: Set Targeting Location, Agent Lead Allocation and Lead Generation…](https://jumpshare.com/share/lOxD81jWKrp1gNKTzqzs+/Screen+Shot+2026-03-04+at+19.50.31.png)

**Step 5 of 12: Set Targeting Location, Agent Lead Allocation and Lead Generation…**

This screenshot accompanies step 5 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). The navigation path used here is Prospecting > Prospect AI. The next step is to set Prospect Finding Strength.

- Path: Prospecting > Prospect AI
- What this covers: Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
- Controls: Targeting Location, Agent Lead Allocation, Prospecting, Prospect AI, Create Your First AI Agent, Agent Name, Agent Specialty (Optional)., Choose, Add, Niches, Save and Continue, Audit Preferences, Create Agent
- Next: Set Prospect Finding Strength:

Full procedure:

1. Navigate to your Prospecting > Prospect AI from your agency account.
2. Click on Create Your First AI Agent.
3. Add Agent Name, Agent Specialty (Optional).
4. Choose or Add Niches.
5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).  <- this image
6. Set Prospect Finding Strength:
7. Click Save and Continue.
8. Choose Audit Preferences.
9. Click Save and Continue.
10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
12. Click on Create Agent.

    
6.  Set **Prospect Finding Strength:**
    
    -   **Focused Hunting:** Prioritizes high-quality, high-converting prospects, even if it means generating fewer overall leads.
        
    -   **Wider Hunting:** Maximizes total lead volume by targeting a wider pool of prospects, even if conversion rates are lower.
        
    -   **Custom:** Choose your own balance between quality and volume, mix and match criteria to create tailored results.
        
        
![Step 3 of 3: Custom: Choose your own balance between quality and volume, mix and…](https://jumpshare.com/share/XLDZBRjJZzmfZ5Y3uJcy+/Screen+Shot+2026-03-04+at+19.58.39.png)

**Step 3 of 3: Custom: Choose your own balance between quality and volume, mix and…**

This screenshot accompanies step 3 of 3 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results.
- What to choose: Custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results.
- Controls: Prospecting, Prospect AI, Create Your First AI Agent, Agent Name, Agent Specialty (Optional)., Choose, Add, Niches, Targeting Location, Agent Lead Allocation, Save and Continue, Audit Preferences, Create Agent

Full procedure:

1. Focused Hunting: Prioritizes high-quality, high-converting prospects, even if it means generating fewer overall leads.
2. Wider Hunting: Maximizes total lead volume by targeting a wider pool of prospects, even if conversion rates are lower.
3. Custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results.  <- this image

        
7.  Click **Save and Continue**.
    
    
![Step 7 of 12: Click Save and Continue](https://jumpshare.com/share/KL5RlTbKsyQ967eXbNAD+/Screen+Shot+2026-03-04+at+20.12.09.png)

**Step 7 of 12: Click Save and Continue**

This screenshot accompanies step 7 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click Save and Continue. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to choose Audit Preferences.

- Path: Prospecting > Prospect AI
- How to confirm: Click Save and Continue.
- Controls: Save and Continue, Prospecting, Prospect AI, Create Your First AI Agent, Agent Name, Agent Specialty (Optional)., Choose, Add, Niches, Targeting Location, Agent Lead Allocation, Audit Preferences, Create Agent
- Next: Choose Audit Preferences.

Full procedure:

1. Navigate to your Prospecting > Prospect AI from your agency account.
2. Click on Create Your First AI Agent.
3. Add Agent Name, Agent Specialty (Optional).
4. Choose or Add Niches.
5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
6. Set Prospect Finding Strength:
7. Click Save and Continue.  <- this image
8. Choose Audit Preferences.
9. Click Save and Continue.
10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
12. Click on Create Agent.

    
      
    
8.  Choose **Audit Preferences**.  
      
    
9.  Click **Save and Continue**.  
    
    
![Step 9 of 12: Click Save and Continue](https://jumpshare.com/share/l1MovLYuUlRtbgRfJTrw+/Screen+Shot+2026-03-04+at+20.13.44.png)

**Step 9 of 12: Click Save and Continue**

This screenshot accompanies step 9 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click Save and Continue. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.

- Path: Prospecting > Prospect AI
- How to confirm: Click Save and Continue.
- Controls: Save and Continue, Prospecting, Prospect AI, Create Your First AI Agent, Agent Name, Agent Specialty (Optional)., Choose, Add, Niches, Targeting Location, Agent Lead Allocation, Audit Preferences, Create Agent
- Next: Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.

Full procedure:

1. Navigate to your Prospecting > Prospect AI from your agency account.
2. Click on Create Your First AI Agent.
3. Add Agent Name, Agent Specialty (Optional).
4. Choose or Add Niches.
5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
6. Set Prospect Finding Strength:
7. Click Save and Continue.
8. Choose Audit Preferences.
9. Click Save and Continue.  <- this image
10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
12. Click on Create Agent.

    
10.  Enable **Lead Enrichment (Optional):** When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
     
11.  Choose "**How many point of contacts (POCs), do you want the agent to find for this prospect?**" (Max 3)
12.  Click on **Create Agent**.
     
     
![Step 12 of 12: Click on Create Agent](https://jumpshare.com/share/a1p6s2jGm4fS4yVet6Ao+/Screen+Shot+2026-03-04+at+20.42.05.png)

**Step 12 of 12: Click on Create Agent**

This screenshot accompanies step 12 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click on Create Agent. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI.

- Path: Prospecting > Prospect AI
- What to click: Click on Create Agent.
- Controls: Create Agent, Prospecting, Prospect AI, Create Your First AI Agent, Agent Name, Agent Specialty (Optional)., Choose, Add, Niches, Targeting Location, Agent Lead Allocation, Save and Continue, Audit Preferences

Full procedure:

1. Navigate to your Prospecting > Prospect AI from your agency account.
2. Click on Create Your First AI Agent.
3. Add Agent Name, Agent Specialty (Optional).
4. Choose or Add Niches.
5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
6. Set Prospect Finding Strength:
7. Click Save and Continue.
8. Choose Audit Preferences.
9. Click Save and Continue.
10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
12. Click on Create Agent.  <- this image

     

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## **Next Steps**

-   **Generate a Marketing Audit Report** for any recommended lead you want to pursue.
    
-   **Reach out** using your preferred outreach channel (email, phone, social, or a GHL Customer Care workflow).
    
-   **Enable Prospect AI** to keep new, contextual leads flowing automatically each week.
    

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## **Frequently Asked Questions**

**Q: Can I receive more than one set of recommendations?**  
No, this is a one-time set of leads for each eligible new agency.

**Q: Do these leads appear in my Prospecting Dashboard or CRM automatically?**  
Recommendations are delivered via email.

**Q: Who receives the email?**

Agency admins receive the recommendations email. Ensure your admin email is correct and monitored.

**Q: What geographic areas are covered?**  
Recommendations are localized to your service area using your location and postal code. Coverage may vary by region and data availability.

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## **Related Articles**

-   [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)
    
-   [Prospecting Tool - Migrate Prospects from Agency to Sub-Account](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-tool-migrate-prospects-from-agency-to-sub-account)
    
-   [Prospecting: Competitor Analysis Report](https://docs.ghlcustomercare.com/docs/agency-view/prospecting-tool/prospecting-competitor-analysis-report)

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