Creating sponsors. About sponsor accounts.
What are sponsors?
Sponsors are responsible for the products that your projects sell, or that your customer service teams support.
You may have only one sponsor - if your company makes the product that you are selling, your company is its own sponsor. You may have several sponsors -- call centers which act on behalf of many different clients across multiple projects might have sponsors for each product line they sell or support.
- If you only operate on behalf of one sponsor, you do not need to create sponsors in LeadDesk.
- If you operate on behalf of multiple sponsors, creating them on LeadDesk will allow you to record activity for each sponsor and report on them separately.
If you do not create a sponsor, they are not mandatory in the system. Once you create your first sponsor, they become mandatory in several places around the system. Sponsors would need to be recorded when creating new projects, or products and optionally for contact lists. They can be used to filter information in your Overview pages in Admin, and in reports.
Creating sponsors
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.
Sponsor accounts
Some sponsors may want to be able to see for themselves how your team is performing on their behalf. It is possible to create sponsor accounts that will let them do just that.
Sponsor accounts can be given limited access to parts of the Admin interface, offering a limited viewing of your activity with options for creating new contact lists and setting the expiration date of existing contact lists.
The ability to create sponsor accounts is switched off by default, speak to your account manager is this feature is one that would be useful to you.