Glad to see this is planned at the time I am commenting.

I see "Convert to Sub Account" is present.

However I do need to be able to "squirt" the data into my agency sub-account and trigger a workflow. I do have a niche sub-account as well so it would be great to be able to nominate a default target sub-account and then have the ability to select a different one.

Would be Awesome if we could Dial the prospects from the Agency side before importing an unknow prospect into a Sub Acc.

Also if "Generate Report" could be a step in the workflow. So lead fills out info on a form (website/GMB profile is required?) then an automatically generated report is sent to the lead OR just added as a custom field. Then it could be used en mass or in automation

I agree. It would be great also if they could be included in a workflow. Additionally, it would be helpful if we could click on the Google, Facebook pages from the report so we can investigator deeper. And perhaps allow editing of the report so we can customize with personal comments/feedback for the business.

Yes! I run subaccount 1 as an agency for realtors, subaccount 2 as an agency for contractors, and subaccount 3 for my SaaS.