Accounts
3 articles
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.