Activities are how you record what’s happening with your customers in Cornerspot — calls, emails, meetings, tasks, and notes. Each one can be linked to an account, contact, or deal so the full history lives in one place. Logging a new activity takes just a few clicks from the Activities page. This guide shows you how.
How to create a new activity in Cornerspot
You can log an activity from anywhere you see the New Activity button. Here’s the quickest path, start to finish.
1. Open the Activities page
From the dashboard, select Activities in the left-hand menu. This opens your full activity list, with a New Activity button in the top-right corner.
2. Click “New Activity”
Select New Activity to open the New Activity panel. The form slides in from the right so you never lose your place in the list.
3. Choose the activity type
Pick the Type that matches what you’re recording — a Call, Email, Meeting, Task, or Note. Choosing Task reveals an extra Due date field so you can schedule follow-up work.
4. Add a subject
Enter a clear Subject — this is the headline you’ll see in the activity list, so make it easy to recognize at a glance. You can also add Details for any extra notes, and the Occurred at date is filled in with the current time, which you can adjust as needed.
5. Link it to a record
Under Related to, choose whether the activity belongs to an Account, a Contact, or a Deal, then pick the specific record. Linking the activity keeps the full timeline of calls, meetings, and notes together on that record. You can also set an Owner and a Status.
6. Save the activity
When everything looks right, click Create activity. Your new activity is logged instantly and appears in your Activities list, ready to track and follow up on.
How activities are used in Cornerspot
Once logged, an activity becomes part of the running history across your CRM:
- Linked records: Activities tied to an account, contact, or deal appear on that record’s timeline, so everyone sees the latest interaction.
- Tasks & follow-ups: Use the Task type with a due date to schedule and track the next step.
- Calendar view: Switch the Activities page to Calendar to see scheduled activities laid out by day.
- Reporting: Activity type, owner, and status let you filter the list and report on team engagement.
Tips for clean activity data
- Pick the type that matches the interaction so your list and reports stay accurate.
- Write a specific subject — “Kickoff call with Acme” is easier to scan than “Call”.
- Always set Related to so the activity shows up on the right account, contact, or deal.
- For anything you need to do later, use a Task with a due date instead of a plain note.