Migrating Prospects from Your Agency to a Sub-Account
What Is Prospect Migration?
The prospect migration feature allows you to transfer prospects from your main agency account into a connected sub-account. This helps you delegate lead management to specific teams or clients, while keeping a master copy of the data at the agency level. The sub-account can then use its own tools and automations to nurture the leads effectively.
Before You Begin
To use this feature, ensure the following:
- The destination sub-account must have an active Premium Prospecting subscription.
- You must have existing prospects available in your agency-level Prospecting Dashboard.
Benefits of Migrating Prospects
- Targeted Follow-Up: Sub-accounts can use their specific workflows and communication tools to engage prospects.
- Better Organization: Keep prospect interactions centralized within the relevant sub-account.
- Agency Oversight: Migrated prospects remain accessible at the agency level for reporting or future use.
How to Migrate Prospects
Step 1: Open the Prospecting Dashboard
Log into your agency account and select Prospecting from the left-hand navigation menu.
Step 2: Access the Migration Tab
Within the Prospecting section, click the Settings tab. Then, choose the Migrate sub-tab and click the Migrate Prospects button.
Step 3: Choose a Sub-Account
From the dropdown list, select the sub-account you want to transfer prospects to. Only sub-accounts with Premium Prospecting enabled will appear.
Step 4: Select Prospects
Click Select Prospects to choose which prospects to move. You can select individual prospects, multiple prospects, or use the Select All option to migrate every available prospect.
Step 5: Start the Migration
Click the Migrate button to begin the transfer process.
After Migration
Once migration is complete:
- The prospects are added to the sub-account's contact list.
- All existing data, notes, and history are preserved.
- The original prospects remain in your agency account, allowing you to reuse or migrate them again later.
Frequently Asked Questions
Are prospects removed from the agency after migration?
No. A copy of the prospect is sent to the sub-account, but the original data stays in your agency.
Can I migrate a prospect to more than one sub-account?
Yes, you can migrate the same prospect to multiple sub-accounts over time.
Is prospect history maintained during migration?
Yes, all notes and historical data are carried over.
Can I migrate many prospects at once?
Yes, the feature supports bulk selection and migration.
Is there an extra cost for using migration?
No, this feature is included with the Premium Prospecting subscription.
Can I reverse a migration?
While the original prospect remains at the agency level, any changes made within the sub-account are separate and cannot be automatically undone through the migration tool.