How to create a new contact in CornerSpot

Contacts are the heart of your CRM — every deal, conversation, and activity in Cornerspot connects back to a person. Adding a new contact takes just a few clicks from the Contacts page. This guide shows you how.

You can add a contact from anywhere you see the Add Contact button. Here’s the quickest path, start to finish.

1. Open the Contacts page

From the dashboard, select Contacts in the left-hand menu. This opens your full contact list, with an Add Contact button in the top-right corner.

The Contacts page in the Cornerspot CRM dashboard with the Add Contact button — The Contacts page in the Cornerspot CRM, with the Add Contact button in the top-right.

2. Click “Add Contact”

Select Add Contact to open the New Contact panel. The form slides in from the right so you never lose your place in the list.

The New Contact panel ready for a contact’s details in the Cornerspot CRM — The New Contact panel, ready for the contact’s details.

3. Enter the contact’s details

Fill in the basics — first name, last name, and email address. These are all you need to get started; everything else can be added now or later.

Entering a new contact’s name and email address in the Cornerspot CRM — Entering the new contact’s name and email address.

4. Link the contact to an account

Use the Account selector to connect the contact to a company. Start typing to search your existing accounts and pick one from the list — here, Acme Corp. Linking a contact to an account keeps everyone at that company organized together.

Linking a new contact to an account through the account selector in the Cornerspot CRM — Linking the new contact to an account through the account selector.

5. Add any extra details and save

Add any extra details you have — phone, job title, status, or owner — then click Create Contact. Your new contact is saved instantly and appears in your Contacts list.

A newly created contact shown in the Cornerspot CRM Contacts list — The Contacts list with the newly created contact.

How contacts are used in Cornerspot

Once a contact exists, it’s available everywhere in Cornerspot — there’s no need to re-enter their details again:

Accounts: The contact appears under their linked account, alongside everyone else at that company.
Deals & activities: Associate the contact with deals and log calls, meetings, and notes against them.
Email & member portal: Their email powers one-click messaging and, if you invite them, member-portal access.
Segmentation & reporting: Status and tags let you filter, build saved views, and report across your contacts.

Tips for clean contact data

Link an account whenever you can: It keeps contacts grouped by company and powers account-level reporting.
Keep the email and phone accurate — they power one-click messaging and portal invitations.
Set a status so the contact slots into the right stage of your pipeline from day one.
Use tags to capture details that don’t fit a field, then filter on them later.

How to create a new contact in CornerSpot