How to Migrate Prospects from Agency to Sub-Account

By Sparkforge Support Team ·Last reviewed May 3, 2026

In the agency Prospecting dashboard, open Settings > Migrate, choose a sub-account with Prospecting Premium, pick prospects, and click Migrate. Records copy to sub-account Contacts and remain at the agency.

Prospect Migration copies leads created at the agency level into a linked sub-account so the sub-account team can engage them with its own pipelines, automations, and communications. Originals stay in the agency view for future use.

Prerequisites

  • The destination sub-account must have Prospecting Premium active.
  • You need existing prospects at the agency level.

How to migrate prospects

  1. Sign in to the agency account and click Prospecting in the left navigation.
  2. Open the Settings tab, then the Migrate sub-tab.
  3. Click Migrate Prospects.
  4. Pick a sub-account from the dropdown. Only sub-accounts with active Prospecting Premium appear.
  5. Click Select Prospects and choose one, several, or all prospects.
  6. Click Migrate to start the transfer.

What happens after migration

  • Prospects are added to the sub-account's Contacts.
  • Notes, history, and field data carry over intact.
  • The originals remain in the agency dashboard.
  • Prospecting workflow triggers fire when the contact lands in the sub-account.

Reusing prospects across sub-accounts

The same prospect can be migrated to multiple sub-accounts. Each migration creates a fresh contact record in the destination while keeping the agency-level record available.

Frequently Asked Questions

Are prospects deleted from the agency after migration?
No. Migration copies the prospect into the sub-account. The original stays available at the agency level.
Can I migrate the same prospect to multiple sub-accounts?
Yes. The agency record stays intact, so you can migrate the same prospect to a different sub-account whenever it makes sense.
Do notes, tags, and history carry over?
Yes. All field data, notes, and activity history copy with the contact.
Can I migrate in bulk?
Yes. Use Select All or multi-select to migrate any number of prospects in one action.
Is migration included with Prospecting Premium?
Yes. There's no extra charge — it's part of the Prospecting Premium subscription on the destination sub-account.

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