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How to create a new contact in CornerSpot
Add a new contact to Cornerspot in just a few clicks — open the Contacts page, click Add Contact, enter their details, link them to an account, and save.
How to attach an e-signature contract to a deal in CornerSpot
Connect an e-signature contract to a CRM deal in CornerSpot — turn on the deal’s e-signature toggle, pick a template, map the deal’s contacts to its roles, and click Create to link a draft envelope.
Understanding team roles and permissions in CornerSpot
Learn the three Cornerspot team roles — Rep, Manager, and Admin — plus the owner, what each can reach, and the guardrails that keep your team secure.
How to set your support attachment policy in CornerSpot
Control whether and what files customers can attach to tickets: open Support Settings → Attachments, turn uploads on or off, choose System defaults or a Custom list of file types, then click Save changes.