CRM Settings

Configure deal stages in Cornerspot — open Pipelines settings, click Add Stage, set a name and win probability, mark terminal stages with Closed Won or Closed Lost, and save.

Set up a sales pipeline in Cornerspot from end to end: open the Pipelines settings, create the pipeline, add the stages deals move through, then watch those stages become the columns of your deals board.

Create a custom contact status in Cornerspot — open the Contact Statuses page, click New Status, set a name, color, and optional description, then click Create status.

Customize your account statuses in Cornerspot in just a few clicks — open the Account Statuses settings, click New Status, give it a name and color, set the Default and Active toggles, and click Create status.

Customize the workflow states applied to your activities in Cornerspot — open the Activity Statuses settings, click New Status, name it, pick a color, set the Default and Active toggles, and click Create status.

Add a custom field in Cornerspot in just a few clicks — open Custom Fields, click New Field, enter a label and key, choose whether it applies to contacts or accounts, pick a field type, and create it.

A guide to every custom field type in Cornerspot — Text, Number, Currency, Date, Single Select, Multi Select, and more — so you pick the right one before a field holds data.

Keep your custom fields tidy in Cornerspot — drag fields to reorder them, archive ones you no longer use, and restore them from the Archived view whenever you need them back.

Create a reusable discount in Cornerspot — open Settings → Taxes & Discounts, click New Discount, name it, choose a percentage or fixed amount, and click Create Discount.

Set up a reusable tax rate in Cornerspot in just a few clicks — open the Tax Rates settings, click New Tax Rate, give it a name and a percentage, add an optional region and description, and click Create Tax Rate.