HighLevel Sub-Account Transfer Process

Overview

To move your account smoothly into our HighLevel agency, we follow a structured process that ensures all assets, phone numbers, and workflows transfer correctly with minimal interruption to your operations.
Below is an outline of how the transfer works and what steps are involved.

1. Initiating the Sub-Account Transfer

To transfer your location into our agency, we’ll ask your previous agency to complete a simple in-app transfer.

Here’s what they will do:

1. Go to Agency View → Sub-Accounts → Manage Client (your location)

2. Select Actions → Transfer Sub-account

3. Choose “Transfer to an Existing Agency”

4. Enter our Agency Relationship Number: ➡️ 0-085-498

5. Submit the transfer request

2. Phone Numbers & A2P Registration

To guarantee uninterrupted texting and calling, it’s important for us to know which phone system your previous agency is using.

We will ask them to confirm:

• Whether your account is using LC Phone (LeadConnector)
• Or a Twilio phone number

Why this matters

• If both agencies use LC Phone, the phone numbers and A2P registration will automatically transfer.
• If your account uses Twilio, we’ll coordinate number migration with support.

In that case, we will need:

• The Twilio Account SID
• A list of phone numbers currently in use for your location

We handle the entire migration process for you—you won’t need to take any action here.

3. What Will Transfer Automatically

HighLevel’s sub-account transfer system ensures that all of your existing assets move over intact.

This includes:

• Funnels & Websites
• Forms & Surveys
• Workflows & Automations
• Trigger Links
• Calendars & Pipelines
• Contacts, Conversations & Appointment History

This prevents the need to rebuild anything from scratch.

4. What We Will Do After the Transfer

Once your sub-account lands in our agency, we will:

Reconnect Your Integrations

• Facebook
• Instagram
• Google
• Stripe
• Domains & DNS

Quality Assurance

We will:

• Review workflows
• Reconnect forms where needed
• Test critical automations
• Turn workflows from Draft → Active after confirming everything works properly

Our goal is to ensure everything is fully functional before going live again.

5. Scheduling the Transfer

To keep everything running smoothly, we’ll coordinate the timing with your previous agency.

We’ll confirm:

• A preferred date and time window (including time zone)
• Whether there are any active campaigns or time-sensitive activities we should avoid

This helps us plan QA and ensure no disruptions for your team.