How to Share Agency Prospecting Premium Subscription with a Sub-Account

Agencies with already Premium Prospecting Subscription at agency level can now simplify billing and reduce costs by linking one sub-account to their existing Prospecting subscription. This update enables shared access to premium features across both accounts—streamlining subscription management while maintaining flexibility. * * * ## How to Remove or Update a Linked Sub-Account in the Agency Prospecting Tool: Each Agency Prospecting subscription can be linked to one sub-account. If you’d like to remove or update that linked sub-account, here’s how: ### To remove the linked sub-account (and not add another): 1. ### Go to Settings and unsubscribe either at the Agency level or at the linked sub-account level. 2. This will remove premium access for both. 3. If you’d like to continue without linking a sub-account, simply start a new subscription without linking any sub-account.!(https://assets.patientcopilot.ai/631d2ff8a005d5ce.png) ### To replace the linked sub-account with another: You have two options: - Option 1: 1. Go to Settings and unsubscribe at the Agency or at the currently linked sub-account. 2. Start a new subscription and select the new sub-account to link. - Option 2: 1. Cancel your existing subscription. 2. Start a new subscription directly from the desired sub-account — either through Reselling or a Direct Company Purchase (explained below). * * * ## Upgrading to Prospecting Premium for the First Time: You have two ways to upgrade the Prospecting Tool to Premium: ## 1. Agency-Level Prospecting - Includes all Premium benefits: - Unlimited Leads per month - Website Widgets - Leads POC Enrichment - Report Builder Important: Agency-level Prospecting does not include CRM features (e.g., Add to Contacts, Send SMS, Add to Opportunities, Workflow Triggers). - You will need to move into a Sub-Account later if you want CRM functionality. - Recommendation: Start with Prospecting inside a Sub-Account to access both Prospecting + CRM features right away. - Includes all Premium benefits plus CRM capabilities: - Add prospects to Contacts - Send SMS - Add to Opportunities - Trigger Workflows ### How to Enable Prospecting in a Sub-Account You can enable it in three ways: 1. From the Reselling Tab - Go to Agency View > Reselling Tab - Save & enable the toggle for Re-sell Prospecting!(https://assets.patientcopilot.ai/a3970cfbec783741.png) 2. Direct Company Purchase - Purchase Prospecting Premium directly at the Sub-Account level.!(https://assets.patientcopilot.ai/a2d7f6b1a8043583.jpg) 3. Upgrade from Agency Prospecting Tool - Navigate to Prospecting from your Agency Account and upgrade from there. - Click on the Upgrade Now button under Premium Plan. - You will be prompted to: Select a Sub-Account now, or Continue without linking: Select a sub account by typing its name -!(https://assets.patientcopilot.ai/9defbaf24d970e3c.jpg)!(https://assets.patientcopilot.ai/ec9811ff299e2e68.jpg)!(https://assets.patientcopilot.ai/2aaa54f9d014ff5a.jpg) * * * Best Practice: For full functionality and CRM integration, always start your subscription in a Sub-Account. * * * ## Frequently Asked Questions Q: Where can I link a sub-account to a Premium subscription? This action can only be performed within the Agency Prospecting section. **Q: Can I link more than one sub-account to my Prospecting Premium subscription? **No, only one sub-account can be linked per agency subscription. Q: Can I change the linked sub-account later? No, linking a sub-account is irreversible. Once it’s linked, you won’t be able to change it. **Q: Do both the agency and the sub-account get full access to Prospecting Premium? **Yes, both accounts receive complete access under a single subscription. **Q: What if I want to subscribe without linking a sub-account? **You can choose to continue without linking during setup and link later from the subscription settings. Q: What happens if the selected sub-account already has an active Premium subscription? If the sub-account already has an active Premium subscription, we’ll automatically adjust your billing and cancel any duplicate subscription to prevent extra charges. * * * ## Related Articles - Free vs Premium Prospecting in Patient Copilot – Complete Guide for Agencies