Creating a sponsor is optional.
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. If you only have one sponsor for your activity, you may not need to create one in LeadDesk. However, in call center businesses, you may act on behalf of many different sponsors across multiple campaigns and projects. For this kind of use case, sponsors are essential.
If you do create a sponsor, they become mandatory to record when creating projects and products, and are an option for your contact lists
If you have one or more sponsors, activity in LeadDesk will be done on behalf of a sponsor. They are responsible for the products that your campaigns sell, or that your customer service teams support.
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.
Sponsors may also be given a Sponsor account which will grant them access to certain pages of the Admin interface relating to activity they sponsor.