How to create a new account in CornerSpot

Accounts represent the companies and organizations you work with in Cornerspot — every contact, deal, and activity can connect back to one. Adding a new account takes just a few clicks from the Accounts page. This guide shows you how.

You can add an account from anywhere you see the New Account button. Here’s the quickest path, start to finish.

1. Open the Accounts page

From the dashboard, select Accounts in the left-hand menu. This opens your full account list, with a New Account button in the top-right corner.

The Accounts page in the Cornerspot CRM dashboard with the New Account button — The Accounts page in the Cornerspot CRM, with the New Account button in the top-right.

2. Click “New Account”

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

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

3. Enter the company name

The Name field is the only thing required to create an account — enter the company name here. Everything else is optional and can be added now or later.

Entering a new account’s company name in the Cornerspot CRM — Entering the new account’s company name.

4. Add more context

Round out the record with whatever helps your team: industry, website, phone, and a mailing address. You can also set a status, assign an owner, and apply tags to keep the account organized.

Adding a new account’s industry, website, phone, and location in the Cornerspot CRM — Adding the account’s industry, website, phone, and location.

5. Save the account

When everything looks right, click Create Account. Your new account is saved instantly and appears in your Accounts list, ready to link contacts and deals to.

A newly created account shown in the Cornerspot CRM Accounts list — The Accounts list with the newly created account.

How accounts are used in Cornerspot

Once an account exists, it ties the rest of your CRM together — there’s no need to re-enter company details again:

Contacts: Link people to the account so everyone at that company stays grouped together.
Deals & activities: Associate the account with deals and log calls, meetings, and notes against it.
Billing: Capture a billing email, payment terms, and tax ID on the account for invoicing.
Segmentation & reporting: Industry, status, and tags let you filter, build saved views, and report across your accounts.

Tips for clean account data

Use a clear, consistent company name so the account is easy to find and link to.
Fill in the industry and location — they power filtering and account-level reporting.
Set a status so the account 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 account in CornerSpot