How to Migrate Prospects from Agency to Sub-Account

What is Prospect Migration?

Prospect Migration allows you to create a copy of existing agency-level prospects and move them to a chosen sub-account.
This does not remove the original prospect from the agency-level dashboard — allowing you to reuse or reassign them later if needed.

1. With the new Prospect Migration feature, agencies can now easily copy prospects created at the agency level into a specific sub-account — enabling deeper nurturing and access to more advanced prospecting tools available at the sub-account level.
2. This is especially useful for agencies that want to continue working with qualified prospects inside client accounts with Premium Prospecting enabled.

Prerequisites

1. The destination sub-account must have Premium Prospecting activated.
2. You must have existing prospects available at the agency level.

If you don’t see a sub-account in the migration list, make sure it has an active Premium Prospecting subscription. Check how to enable it here →

How to Migrate Prospects

1. Go to the Prospecting Settings
   In your agency dashboard, navigate to the Prospecting section and click on Settings.

2. Select “Migrate Prospects”
   Click the “Migrate” button and then choose “Migrate Prospects” from the menu.

   1. 

3. Choose a Sub-Account

   • Use the dropdown to select a sub-account.

   • Only sub-accounts with Premium Prospecting will appear in the list.

4. Select Prospects to Migrate

   • Choose one, several, or Select All prospects you'd like to migrate.

5. Click “Migrate” to confirm
   Your selected prospects will be instantly copied into the chosen sub-account.

After the successful Migration: 

1. Open that Sub Account where you have moved the prospects
2. Go to Marketing Tab in the sub account
3. Click Prospecting Tab - you will find all of the migrated prospects 
4. These will also be added to your contact list 
   1. as its just like generated prospect in sub account like any other way
   2. refer complete detail here on how to add in contacts

Notes & Best Practices

• No Deletion from Agency: Migrated prospects remain in your agency account and can be migrated again to other sub-accounts or retained for future actions.

• Unlimited Migrations: There’s no limit on how many times you can migrate prospects.