Unlocking Efficiency: Transfer Sub-Accounts in Go High Level in 5 Easy Steps
Hey there, digital marketing wizards! Christine Seale here, your go-to nerd for all things High Level and automation. I’m super excited to share a fantastic new feature in Go High Level that’s going to revolutionize how you manage your sub-accounts. Ready to dive into the magic of automation and streamline your workflow? Let’s get started!
Why This Feature is a Game-Changer
First off, let’s talk about why this new feature is a big deal. In the fast-paced world of digital marketing, efficiency is key. Being able to transfer sub-accounts seamlessly between agencies within Go High Level not only saves time but also ensures that all crucial data is moved accurately. Whether you’re scaling your operations or collaborating with another agency, this feature is designed to make your life easier.
Step 1: Access the Agency Account
Alright, step one is a breeze. You need to go to your agency account and select the sub-account you want to transfer. Easy peasy, right? Here’s how:
- Click on the top-left switch to agency view.
- Select ‘Sub-Accounts’ from the menu.
- Look for the dot, dot, dot (⋮) icon next to the sub-account you want to transfer and click on ‘Manage Client.’
Step 2: Initiate the Transfer
Now that you’re in the right spot, it’s time to initiate the transfer. Under the ‘Actions’ menu in the top right, you’ll see the option to ‘Transfer Sub-Account.’ Click on it, and you’re halfway there!
- Read the terms and agree to them.
- Ensure you have the relationship number of the agency you’re transferring to. This is crucial to prevent any accidental transfers.
Step 3: Enter the Relationship Number
This step is all about precision. Enter the relationship number of the receiving agency carefully. This number ensures that the sub-account goes exactly where it’s supposed to.
Step 4: Request the Transfer
Click on ‘Request Transfer,’ and a request will be sent to the receiving agency. They need to confirm this transfer. As soon as it’s approved, the sub-account will be moved to the new agency.
Step 5: Track the Transfer
The final step is all about monitoring the process. Go back to the agency view, select ‘Sub-Accounts,’ and you’ll see an option for ‘Sub-Account Transfer.’ Here, you can track all your sent and received transfer requests. Simple and effective!
What Gets Transferred and What Doesn’t
Now, let’s get into the nitty-gritty of what gets transferred and what stays behind. This part is crucial for ensuring a smooth transition.
What Gets Transferred:
- Lead Connector phone numbers and emails (if both agencies use Lead Connector)
- Websites, funnels, High Level calendars, and automations
- Contacts, conversations, appointments, opportunities, and history
- Users with user type accounts specific to that sub-account
What Doesn’t Get Transferred:
- Authentication connections (Google, Facebook, Instagram, QuickBooks, Clio, Yext, Dr. Chrono)
- Facebook and Google settings
- Sub-account Stripe fields
- SAS settings
- Word smart lists
- Mailgun and SMTP settings
Why You’ll Love This Feature
This new sub-account transfer feature is designed with you in mind. It’s all about making your workflow more efficient and ensuring that your digital marketing operations run smoothly. By automating the transfer process, you can focus on what you do best—growing your business and delivering exceptional results for your clients.
Watch the Video Tutorial
To see this feature in action, check out my latest YouTube video embedded below. I walk you through each step, making it super easy to follow along. Whether you’re a visual learner or prefer reading, I’ve got you covered!
[Embed YouTube Video Here]
Join the Conversation
I’d love to hear your thoughts on this new feature. Have you tried it out yet? How has it improved your workflow? Drop a comment below or reach out to me on social media. Let’s nerd out together and make the most of Go High Level’s amazing capabilities!
Final Thoughts
Efficiency and automation are at the heart of successful digital marketing. With this new sub-account transfer feature in Go High Level, you can streamline your operations, reduce manual errors, and focus on what truly matters—growing your business. Stay tuned for more tips and tutorials to take your marketing game to the next level.
Until next time, keep leveling up!
Christine Seale