This article is part of the Implementing Omni series. The previous article is Creating a Sponsor.
When creating projects, contact lists, agents and products, you may associate them with an office. This is an administrative flag which can later be used to filter views and reports to show only that office. Unlike sponsors, offices are not mandatory, so you may choose to use them or not.
The name "office" suggests these are locations, and indeed they can be used as such. You can have projects associated with offices for your Paris-based team and your Amsterdam-based team, for example. However, offices in LeadDesk do not have to be location based. You might instead use different offices for different departments or teams.
Team Leader accounts associated with an Office cannot view activity associated with other locations. Manager accounts and Admins can view other locations.
If you are adding Omni to an existing environment, you will probably already have any necessary offices.
If you are creating a new Omni environment, to create an office, in your Admin account:
- Go to the General Settings page.
- Go to the Offices subpage.
- Click the Create new office button.
- Type the Name of your office.
- Optionally, click the Time zone drop-down list to choose a time zone.
- Optionally, type an IP address.
- Click the Save button.
After some discussion, Example decides that they do not need different offices in their environment. They have a small team, all based in one location.
With your Sponsors, and possibly Offices, defined the next step is to create your first contact list.