Enable Prospecting Tool for sub-accounts
upcoming
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Kathleen Rhodes
Where can the Prospecting tool be turned on for and accessed by the sub-account?
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Chris McManamy
I'm so pleased this is upcoming because it's quite cumbersome to go to the agency view, search for and save prospects, and would be hugely beneficial (as the consensus seems to be here) to not have to manually create the lead in a sub account if I want to add to workflows, tagging, opportunities, etc.
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Cade Gouin
@RevEx Group per your comment on March 1st, it sounds like this feature is already available -- can you point us where to turn on the feature for subaccounts? or is this actually "upcoming" per the post status?
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Gusto King
where would this be activated? I cannot see an option other than create sub account with prospect details already done.
When switching to agency view there is no visible tab for prospecting.
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Kurt Howard
Would the prospect be included as a contact but maintain the status of Prospect? This would allow us to preliminarily qualify prospective clients before moving them to lead status. This would be good for adding multiples.
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Teresa Sivak-Agency
How is this feature turned on the sub-account level from the agency level?
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RevEx Group
Merged in a post:
Add a Prospect to a subaccount
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Luis Gouveia
I love the current prospecting tool. However, I have to do all the work manually. Create a report, download it, email it or mail it out. Then I have to add the prospect manually to the agency sub account. it would be amazing if we could add a prospect profile to our sub account/agency account so that we could trigger marketing tactics and automations. Can this be done?
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RevEx Group
Merged in a post:
Subaccount Access??
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Corey Johnson
So, this seems like a no-brainer. Why can't you turn on the Prospecting Tool for subaccounts / clients? Think about the value this would add to GHL in terms of selling it, and in terms of existing client success! The fact that it's only accessible at the agency level is ridiculous. Not to be negative, but on a positive note, think of the possibilities!
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RevEx Group
Merged in a post:
Sub-account access to a version of the prospecting tool
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PowerBoot Systems Admin
It would be amazing if a version of the prospecting tool could be made available as a SaaS feature for sub-accounts. Many of our clients could prospect for more than just agency customers. In fact, allowing the sub-account user to select various data to collect would be amazing.
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