This article is part of the Implementing Omni series. The previous article is Activating Omni.
Sponsors are responsible for the products or service that your customer service team is providing support for.
If your Omni environment is providing customer service for only one sponsor:
- Creating that sponsor in LeadDesk is not required.
- If you do not create a sponsor, the sponsor field will not be mandatory in your Omni environment.
If you operate on behalf of several sponsors:
- Creating multiple sponsors on LeadDesk will allow you to record activity for each sponsor and report on them separately.
- Sponsors are then mandatory when creating your project, and might 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.
Example sponsor
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.