How to Use In-App Sub-Account Transfers in HighLevel

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welcome to another informative Guide! Today, we’re diving into a fantastic new feature that allows you, as an agency owner, to seamlessly transfer a sub account from your agency to another. If you’ve tried this before, you know how cumbersome it used to be. Now, HighLevel has made this process incredibly easy. Let’s explore how it works.

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Understanding the Transfer Process

In this guide, we’ll walk through the steps to transfer a sub account from one agency (the sending agency) to another (the receiving agency). This process used to require opening a support ticket and waiting for assistance, but HighLevel has streamlined it into a quick and straightforward procedure.

Steps to Transfer a Sub Account

Step 1: Access Sub Accounts

  1. Login to Your Sending Agency: Start by logging into the agency from which you want to send a sub account.
  2. Navigate to Sub Accounts: In the agency view, go to the sub accounts section.
  3. Manage Client: Choose the sub account you wish to transfer and click on “Manage Client”.

Step 2: Initiate the Transfer

  1. Select Transfer Action: Click on the “Actions” button and select “Transfer Sub Account”.
  2. Confirm Transfer: You’ll see a confirmation dialog. Make sure to read through the sub account transfer guidelines by clicking the provided link.
  3. Enter Receiving Agency’s Relationship Number: Obtain this number from the receiving agency. In their account, click the question mark labeled “Need Help” to find the relationship number and copy it.

Step 3: Request Transfer

  1. Submit Transfer Request: Enter the relationship number into the provided field, then click “Request Transfer”.
  2. Confirm Transfer: Type “request” to confirm the action and then click “Confirm Transfer”. A notification will be sent to the receiving agency.

Approving the Transfer

Step 4: Receiving Agency Actions

  1. Check Email Notification: The receiving agency will get an email indicating that a sub account transfer request has been received.
  2. Review Transfer Request: The email will contain a link to review and approve the transfer. This link leads to the sub transfer screen where you can see details such as the sub account name, the sending agency’s information, and the number of contacts in the sub account.
  3. Approve or Decline: Choose to either approve or decline the transfer. Approve the transfer and then click “Transfer”.
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Finalizing the Transfer

Step 5: Completing the Transfer

  1. Confirmation: Once approved, the sub account will be successfully transferred. You’ll receive a confirmation message, and the process is complete.
  2. Check Sub Account Transfers Page: You can also view all active or pending transfers by going to your sub account list, clicking the three dots in the top right corner, and selecting “Sub Account Transfers”.

What Transfers with the Sub Account?

Everything related to the sub account will be transferred, including:

  • Websites
  • Funnels
  • Calendars
  • Assigned users
  • Domains
  • LC phone numbers and ATP registration

Note that integrations and automations will be set to draft upon transfer, which you can reconfigure as needed.

Benefits of the New Transfer Feature

This updated feature is especially beneficial for agencies managing multiple sub accounts. It simplifies the transfer process, saving time and reducing the complexity involved in moving accounts between agencies.

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Conclusion

Transferring sub accounts in HighLevel is now a breeze thanks to this new feature. With just a few clicks, you can move sub accounts seamlessly between agencies, enhancing your workflow and efficiency. We hope you found this guide helpful. Try it out and enjoy the streamlined process!

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