Allow merging of two existing agency accounts into a Parent → Child agency structure
H
Harrison Asanji
A customer currently has two separate agencies and wants to merge, with one becoming the parent agency and the other a child agency underneath it.
Currently, there is no native functionality to merge two existing agencies or to convert one into a child of the other
Desired Outcome:
The ability to select two Highlevel agencies, designate one as the Parent agency and the other as a Child agency, and then merge all data, sub-accounts, workflows, contacts, campaigns, and settings from the Child agency into the Parent agency structure, or link them so the Child agency operates under the Parent without data loss.
Log In