Some call centers work on behalf of sponsors. The sponsor might provide contact lists to be called, or might define products or services to be offered.
To make providing feedback to your sponsor as simple as possible, you can allow your sponsors to look at your center's statistics in real time. Special sponsor accounts grant access to a subset of an Admin account's view and reporting options, driven by activity associate with a sponsor. To aid this, sponsors can be associated with contact lists, projects or products.
Creating sponsors
Sponsors can be created or modified in your Admin account. Go to the General Settings page and the Sponsors subpage. Full details of creating sponsors can be found in this article.
- This page, also shows how many Contact lists, Projects and Products each sponsor is attached to.
- Once you have created your first sponsor, sponsors become required when creating projects and products. If you have no sponsors, these options are not mandatory.
Contact list sponsors
Sponsors are not mandatory for contact lists, but may be added. In your Admin account, go the Contact Lists and the Contact Lists subpage.
When you create a new list, or edit an existing one, you can assign a Sponsor to the list.
Project sponsors
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Once you have created your first sponsor, they become mandatory when creating new projects, whether it is an outbound call center campaign or an inbound customer service project. In your Admin account, go to the Projects page and the Project List subpage. When you create a new project, or edit an existing one, you can select the Sponsor. |
Product sponsors
In your Admin account, go to the Products page and the Product list subpage.
When creating or editing a product, you can link a product to a Sponsor, including, optionally, the Sponsor's product code.
This will give you the possibility to sort between products per sponsor.
Sponsor accounts
Depending on the setup of your LeadDesk environment, it is possible to create sponsor accounts. These accounts offer a limited insight into viewing your activity with options for creating new contact lists and setting the expiration date of existing contact lists.
Based on your wishes, Support will allow or remove certain pages from your sponsor accounts.