Learn how to enable Prospecting in a sub-account, understand how prospects become CRM contacts, automate follow-up, route Prospect AI leads into pipelines, and migrate existing Agency prospects into a sub-account.

Agency-level Prospecting focuses on lead discovery and reporting. CRM functionality such as Contacts, Opportunities, email, SMS, and workflow automation is available when Prospecting is used inside an eligible sub-account.

Prospecting inside a sub-account combines business discovery and marketing audit reporting with the CRM and automation tools available in the sub-account. This makes it possible to move from finding a business to creating a contact, starting follow-up, and managing the sales process without leaving the sub-account.

Depending on your Prospecting access, sub-account Prospecting can work with:

• Contacts
• Opportunities and pipelines
• Workflows
• Email and SMS outreach
• Marketing audit reports
• Prospect AI and other Premium capabilities, when included with your access

Agency-level Prospecting is useful for lead discovery and reporting. Sub-account Prospecting is the better fit when the team also needs CRM follow-up, sales pipelines, and automation.

Using Prospecting where your CRM already lives reduces manual handoffs between lead discovery and sales follow-up, helping teams act on newly generated prospects faster.

• Sync Prospects to CRM: Save generated prospects as usable CRM contacts inside the same sub-account.
• Automate Follow-Up: Trigger workflows when new prospects are generated.
• Route Leads to Pipelines: Create or update Opportunities through workflows or supported Prospect AI pipeline integration.
• Use Prospect AI: Discover prospects automatically and route future qualifying leads into selected CRM pipelines when the feature is available.
• Reach Prospects Directly: Use email, SMS, assignments, tags, and other CRM tools from the sub-account.
• Reduce Context Switching: Keep discovery, CRM management, and follow-up in one working environment.

Prospecting access depends on whether the sub-account qualifies for the Prospecting Free Tier or has Prospecting Premium. Confirm the account type and subscription before troubleshooting missing features.

Prospecting Free Tier for Agency Sub-Accounts

The Free Tier is designed primarily for an agency's own internal sub-accounts and provides core Prospecting access where the agency's CRM and automation workflows are managed.

• The location must be marked as an Agency Sub-Account.
• The Prospecting Free Tier feature must be enabled through the applicable Agency Labs toggle.
• Current Prospecting Free Tier requirements state that marking a location as an Agency Sub-Account requires the $497 Agency plan.
• Free Tier access is intended primarily for internal agency prospecting rather than advanced client-facing Prospecting use cases.

Prospecting Premium

Prospecting Premium is intended for expanded prospecting, reporting, enrichment, and client-facing use cases and can be enabled directly for a sub-account.

Premium can be activated by:

• Enabling and reselling Prospecting from Agency View → Reselling.
• Purchasing Prospecting Premium directly inside the sub-account.
• Linking an eligible Agency Prospecting Premium subscription to one sub-account.

Choose the activation method that matches the sub-account's intended use. Agency-owned internal locations can use the Prospecting Free Tier when eligible, while client-facing and advanced use cases generally use Prospecting Premium.

Option 1: Enable the Prospecting Free Tier

Marking the location as an Agency Sub-Account identifies it as an agency-owned location that can receive eligible Free Tier Prospecting access.

1. From Agency View, go to Sub-Accounts.
2. Locate the applicable sub-account.
3. Open the three-dot menu.
4. Select Add as Agency Sub-Account.
5. Confirm the applicable Prospecting Free Tier feature is enabled in Agency Labs.
6. Open the sub-account.
7. Go to Marketing → Prospecting.

Option 2: Enable Prospecting Premium

Premium can be activated through agency reselling, direct sub-account purchase, or by linking an eligible Agency Premium subscription.

Using Reselling:

1. From Agency View, open Reselling.
2. Enable the option to resell Prospecting.
3. Configure the offer as needed.
4. Open the applicable sub-account.
5. Go to Marketing → Prospecting.
6. Complete the Prospecting Premium activation or purchase flow.

Premium can also be purchased directly from the sub-account. Agencies that already have an eligible Agency Prospecting Premium subscription can link one sub-account to that subscription through the Agency Prospecting subscription settings.

Prospecting can automatically turn saved businesses into CRM contacts inside the sub-account. The Contact Creation setting controls this behavior and helps determine whether a saved prospect should also become a contact record.

Contact Creation

Contact Creation is enabled by default and can be managed from the Prospecting settings. When enabled, saving a prospect creates a business contact using the prospect information available at that time.

1. Go to Marketing → Prospecting.
2. Open Settings.
3. Open Contacts.
4. Review the Contact Creation setting.

When Contact Creation is enabled:

• Saving a prospect creates one business contact in the CRM.
• Available phone numbers, emails, website information, and location data can be mapped into standard contact fields.
• Additional unnamed phone numbers and emails remain attached to the business contact.
• The Contact Source is identified as Prospecting Tool.

The Prospect Generated workflow trigger lets you start automation as soon as a new prospect is generated. Filters help separate leads based on how they entered Prospecting or their conversion potential.

1. Go to Automation → Workflows.
2. Create a workflow or open an existing workflow.
3. Add the Prospect Generated trigger.
4. Add filters when needed.

Available Prospect Source filters include:

• In-App
• Widget
• Prospect AI

You can also use supported filters such as Conversion Rate to create different follow-up paths for higher- or lower-priority prospects.

5. Add the actions you want the workflow to run.
6. Save the trigger and actions.
7. Publish and test the workflow.

Common follow-up actions include:

• Send an email
• Send an SMS
• Add a tag
• Notify a team member
• Create or update an Opportunity
• Start a nurture sequence

Prospect AI can automatically route newly discovered prospects into a selected CRM pipeline and stage when the agent is configured inside a sub-account. Pipeline integration is not available for Agency-level Prospect AI agents.

1. Open the applicable sub-account.
2. Go to Marketing → Prospecting.
3. Open Prospect AI.
4. Open an existing AI agent or create a new one.
5. Click Edit.
6. Locate the Lead Enrichment portion of the agent configuration.
7. Enable Save new prospects to Contacts.
8. Enable Also add to a pipeline stage.
9. Select the Pipeline.
10. Select the destination Stage.
11. Save the agent.

Prospect migration copies existing Agency-level prospects into a Premium-enabled sub-account so the destination team can use its CRM, workflows, pipelines, and communication tools for follow-up.

1. From Agency View, open Prospecting.
2. Go to Settings.
3. Open Migrate.
4. Click Migrate Prospects.
5. Select the destination sub-account.
6. Click Select Prospects.
7. Select one, multiple, or all eligible prospects.
8. Click Migrate.

After migration, the selected prospects are added to the destination sub-account's Contacts and retain their relevant data, notes, and history. The original prospects remain available at the Agency level for future use.

• Prospecting is missing in a sub-account: Confirm the location has the required Prospecting access and, for Free Tier use, is marked as an Agency Sub-Account with the applicable Agency Labs feature enabled.
• A saved prospect did not become a CRM contact: Go to Marketing → Prospecting → Settings → Contacts and confirm Contact Creation is enabled.
• A workflow is not starting for a prospect: Review the Prospect Generated trigger and confirm its Prospect Source filters match how the prospect was generated.
• Prospect AI leads are not entering the pipeline: Confirm Save new prospects to Contacts and Also add to a pipeline stage are enabled and that a valid Pipeline and Stage are selected.
• An existing Prospect AI lead did not move after changing the pipeline settings: Pipeline routing applies to future prospects discovered after the configuration is saved.
• A sub-account is missing from the migration destination list: Confirm the destination has the required active Prospecting Premium access.