Deals
3 articles
How to create a new deal in CornerSpot
Add a new deal to Cornerspot in just a few clicks — open the Deals board, click New Deal, name the deal, enter its value, link an account, and save.
How to update a deal in CornerSpot
Edit an existing deal in Cornerspot — update its amount, pipeline stage, and more from the Deals board, with changes reflected across your board, forecasts, and reports.
How to delete a deal in CornerSpot
Delete a deal in Cornerspot in seconds — open the deal, use the more menu to choose Delete Deal, and confirm. If you remove one by mistake, an administrator can recover it from Trash within 30 days.
