How to update an account in CornerSpot

Your accounts change over time — a company rebrands, moves offices, updates its phone number, or grows from a prospect into a paying customer. In Cornerspot you can update an account's details in seconds, right from the Accounts table. This guide shows you how.

Editing an account takes just a few clicks from the Accounts page — no need to open a separate screen.

1. Find the account and click the edit icon

From the dashboard, open Accounts. Locate the company you want to update and click the pencil (Edit account) icon in the Actions column of its row.

The Edit (pencil) icon on an account row in the Cornerspot CRM Accounts table — The Edit (pencil) icon in the Actions column of an account’s row.

2. The Edit Account panel opens

An Edit Account panel slides in from the right, pre-filled with everything you already have on this account. Change any field you need.

The Edit Account panel pre-filled with an account’s details in the Cornerspot CRM — The Edit Account panel, pre-filled with the account’s current details.

3. Update the details

Change whatever you need to. In this example we refine the Industry and update the Phone number — you can edit the name, website, address, billing email, owner, tags, and custom fields the same way.

Updating an account’s industry and phone number in the Cornerspot CRM — Updating the account’s industry and phone number.

4. Update the status

Use the Status dropdown to move the account through your lifecycle — for example, from Prospect to Customer. Statuses power filtering, segmentation, and reporting across the CRM.

Changing an account’s status from the dropdown in the Cornerspot CRM — Changing the account’s status from the dropdown.

5. Save your changes

Click Save Changes. Your edits are saved instantly and the account’s row updates to reflect the new details.

An account’s updated details shown in the Cornerspot CRM Accounts list — The Accounts list, updated with the account’s new industry and status.

How account updates flow through Cornerspot

Because every part of Cornerspot reads from the same account record, an update made here is reflected everywhere instantly:

Contacts: Every contact linked to the account sees the company’s latest details automatically.
Deals & activities: Any deal or logged activity tied to the account shows the current information.
Billing & invoicing: Update the billing email or address once and it carries through to the account’s invoices and statements.
Segmentation & reporting: Industry, status, and tag changes immediately reshape your filters, saved views, and reports.

There’s no syncing or re-entering data — edit an account once and Cornerspot keeps everything consistent.

Tips for keeping accounts up to date

Let automations update the status for you: With Cornerspot Automations you can change an account’s status automatically when certain events happen — for example, moving an account to Customer the moment a deal is won — so the field stays current without anyone editing it by hand.
Update an account’s status as it moves through your pipeline so reporting stays accurate.
Keep the website and phone current — they help everyone on your team reach the company quickly.
Use tags to capture changes that don’t fit a field, then filter on them later.

How to update an account in CornerSpot