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 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.
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.
