This article is part of the Implementing Omni series. The previous article is Activating Omni.
All activity in LeadDesk is done on behalf of a sponsor. They are responsible for the products that your campaigns sell, or that your customer service teams support.
You may have only one sponsor - if your company makes the product that you are providing customer service for, your company is probably its own sponsor. In call center businesses, you may act on behalf of many different sponsors across multiple campaigns and projects.
In an Omni environment, a sponsor is mandatory when creating your project, and might also be used for your contact lists. They can be used to filter information in Admin, and in reports.
If you are adding Omni to an existing environment, you will probably already have any necessary sponsors.
If you are creating a new Omni environment, to create a sponsor, in your Admin account:
- Go to the General Settings page.
- Go to the Sponsors subpage.
- Click the Create new sponsor button.
- Type the Name of your sponsor.
- Click the Save button.
The Example company used earlier makes and provides service for its own products, so only needs one sponsor. They go to the Sponsors list and create the sponsor “Example”.
Similar to sponsors, you may choose to associate activity in Omni with an office. For more on this see the article Creating an office.