Are sponsors used in Omni?

Are sponsors required. How to create sponsors.

Are sponsors required for 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.

Creating sponsors

If you are creating a new Omni environment, to create a sponsor, in your Admin account:

1. Go to the General Settings page.
2. Go to the Sponsors subpage.
3. Click the Create new sponsor button.
4. Type the Name of your sponsor.
5. Click the Save button.