CRM
6 articles
How to Update a Contact in Cornerspot CRM
Edit an existing contact in Cornerspot in seconds — update their job title, phone, status, and more straight from the Contacts table, with changes reflected across your whole CRM.
How to create a new contact in CornerSpot Popular
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 delete a contact in CornerSpot Popular
Delete a contact in Cornerspot in a couple of clicks from the Contacts table — confirm the deletion, and know it stays recoverable from Trash for 30 days, or remove it permanently when you’re ready.
How to create a new account in CornerSpot
Add a new account to Cornerspot in just a few clicks — open the Accounts page, click New Account, enter the company name and any other details, and save.
How to delete an account in CornerSpot Popular
Delete an account in Cornerspot in seconds — use the trash icon in the Accounts table, confirm, and it’s gone from your list. Deletes are soft, so a removed account stays recoverable from Trash for 30 days.
How to update an account in CornerSpot Popular
Edit an existing account in Cornerspot in seconds — update its industry, phone, status, and more straight from the Accounts table, with changes reflected across your whole CRM.