I am using the unlimited agency plan in order to white-label the dashboard and sell services to my client-base. It seems to me that there's no continuity between Leads/Opportunities, Prospects, Contacts/Companies and your agency vs your company account.

I feel like I have to input the same information over and over depending on how I use the agency and company accounts. (that's a whole different issue as well)

I am using the suggested method of prospecting under my business account. I start with a prospect so I can generate reports which are great to use in the sales process. Once I engage a prospect I create a demo account for them which requires going into the agency profile and re-entering info in order to create an account.

If I want that prospect to show up in my opportunities I would also have to input their info as an opportunity. The prospect does show up in contacts but the business that you locate as the prospect only shows up in "Business Info" under the contact it does not create a Company...why is there a distinction between business and company?

Doesn't this all seem oddly disconnected and/or redundant?

I think it is awkward to have an agency account and a business account and no sync between the two. Same with differentiating leads and prospects with no sync or conversion from one to the other. And it would also streamline the process if I could generate a sub-account with a single click from a prospect but unfortunately my prospects live in my company account not my agency account. Does anyone have a different methodology that made this work for them?