How to Migrate Prospects from Agency to Sub-Account in GoHighLevel

If you manage multiple workspaces in tools like ClickUp and also run client accounts inside GoHighLevel, you may need to move prospect data between levels of your CRM. This step-by-step guide explains exactly how to migrate prospects from an agency account to a sub-account using the built-in Prospecting tool while preserving key information.

The process described here is based on the official documentation for the Prospecting tool migration workflow and is designed to help you move prospects safely between accounts without losing historical details.

What This GoHighLevel Prospect Migration Covers

This how-to article walks you through the specific migration case where you want to take prospects that live inside the Agency view of GoHighLevel and move them into one of your Sub-Accounts. This is especially helpful if you first tested or collected leads at the agency level and now want to dedicate them to a client account.

The workflow focuses on:

• Identifying which agency prospects will be moved
• Understanding what data is kept after migration
• Confirming results in the target sub-account

Use this guide when you are ready to cleanly transition live or test prospects into production sub-accounts in GoHighLevel.

Before You Start in GoHighLevel

Before running any migration from the agency overview, make sure you meet these prerequisites:

• Admin or appropriate access to the agency-level Prospecting tool
• The target sub-account already created in your GoHighLevel agency
• The prospects you want to move are clearly identifiable by list, filter, or selection

You should also decide whether you want to move all available prospects or only a selected group. The migration action will permanently push the chosen records from the agency view into the chosen sub-account.

Step 1: Open the Prospecting Tool in GoHighLevel

Begin by accessing the Prospecting tool from the agency dashboard:

1. Log in to your Agency level in GoHighLevel.
2. From the left-hand navigation, locate and click on the Prospecting section.
3. Wait for the list of prospects associated with the agency level to load.

Once the list is visible, you can start preparing which prospects you want to migrate from the agency to a sub-account.

Step 2: Select Prospects to Migrate in GoHighLevel

In the agency Prospecting view, choose the prospects that you plan to move. You can either use individual selection or bulk actions, depending on what the interface currently supports:

• Use search or filters to narrow down the list.
• Select the specific prospects you intend to migrate.
• Double-check that only the correct prospects are selected.

If you intend to migrate all agency prospects into a single sub-account, you may use a bulk-select feature if present. Otherwise, ensure that you carefully select the relevant records manually.

Step 3: Use the Migrate to Sub-Account Option in GoHighLevel

After choosing the prospects, you will initiate the migration using the built-in option:

1. With the prospects selected, look for an action menu or button labeled similarly to Migrate or Move to Sub-Account.
2. Click this option to open the migration dialog.
3. In the dialog, choose the correct Sub-Account that should receive these prospects.
4. Confirm your selection and proceed with the migration when prompted.

This action sends the chosen prospects from the agency’s Prospecting tool directly into the selected sub-account’s Prospecting view.

Step 4: Confirm Prospect Status After Migration

Once the migration is triggered, you need to verify what data was retained and how it appears inside the sub-account:

1. Navigate to the chosen Sub-Account in GoHighLevel.
2. Open the Prospecting tool at the sub-account level.
3. Locate the migrated prospects by name, email, or filters.

After migration, the following information is preserved for each prospect:

• Prospect status as it existed at the agency level
• Prospect value and associated monetary field
• Prospect source, such as the origin of the lead
• Prospect owner assignment

The migration is designed so that these fields remain consistent between the agency view and the destination sub-account, ensuring your sales team maintains context.

Fields Preserved When Migrating in GoHighLevel

To help you plan and audit your migration, it is important to understand which fields are specifically retained:

• Status — The current stage of the prospect within your prospecting workflow.
• Value — Any associated value metric tied to the prospect.
• Source — Where the prospect originally came from (channel or campaign).
• Owner — Who on your team is responsible for the prospect.

These fields allow your sub-account users to pick up right where the agency left off. If you rely heavily on any of these fields in your sales process, confirm they appear as expected after the migration.

Troubleshooting GoHighLevel Prospect Migrations

If something does not look correct after you migrate prospects, review the following checks:

• Ensure you are viewing the correct sub-account.
• Confirm that the right prospects were selected at the agency level before migration.
• Check filters in the Prospecting tool; a filter might hide migrated records.
• Repeat a small test migration to validate behavior on a small sample.

For detailed reference and any interface updates, you can consult the original help documentation at this official GoHighLevel support article.

Best Practices for Managing GoHighLevel Prospect Data

To keep your agency and sub-accounts clean and organized during and after migrations, consider these practices:

• Run small test migrations before large-scale moves.
• Document which agency lists or filters map to which sub-accounts.
• Standardize statuses and stages across accounts so that the preserved fields are meaningful everywhere.
• Schedule migrations during low-activity periods to avoid confusion for sales reps.

Combining a clear process with the built-in Prospecting tool features in GoHighLevel will help you maintain data integrity across all client accounts.

Additional Resources for GoHighLevel Users

For broader strategy, CRM setup, and optimization around migrations and lead management, you can explore more implementation resources at Consultevo. Pairing a strong operational process with the Prospecting capabilities in GoHighLevel will keep your agency and client instances aligned.

By following the steps above, you can reliably migrate prospects from your agency overview into specific sub-accounts, keeping critical fields like status, value, source, and owner intact and ready for your team to act on.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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