Deals (also called opportunities) represent the sales you’re working to close in Cornerspot — each one moves through the stages of a pipeline and links back to the account it belongs to. Adding a new deal takes just a few clicks from the pipeline board. This guide shows you how.
How to create a new deal in Cornerspot
You can add a deal from anywhere you see the New Deal button. Here’s the quickest path, start to finish.
1. Open the Deals board
From the dashboard, select Deals in the left-hand menu, then switch to the board view to see your pipeline laid out in columns. There’s a New Deal button in the top-right corner.
2. Click “New Deal”
Select New Deal to open the new-deal form. This is a full page where you’ll enter the deal’s details.
3. Name the deal
The Deal Name field is required — give the deal a clear, recognizable name such as “Acme Renewal.” This is how it’ll appear as a card on your board.
4. Enter the amount
Type the deal’s value in the Amount field. You can enter a single number manually, or switch to Line items to have the total calculated from products and custom items.
5. Link an account
Every deal belongs to an account. Search for the company this deal is with and select it — or create a new account inline if it doesn’t exist yet. This is the only other field required to save.
6. Set the stage and close date
Choose the Pipeline Stage the deal should start in (Cornerspot pre-selects the first stage for you) and, optionally, an Expected Close Date. You can also assign an owner and apply tags to keep the deal organized.
7. Save the deal
When everything looks right, click Create Deal. Your new deal is saved and appears right away as a card in its pipeline stage on the board.
How deals are used in Cornerspot
Once a deal exists, it ties your sales activity together — and moving it forward is just a drag away:
- Pipeline stages: Drag the card between columns on the board to advance the deal as it progresses.
- Account & contacts: The deal stays linked to its account, so everyone at that company sees it in context.
- Amount & forecasting: The deal value and stage win-probability feed your pipeline totals and forecast.
- Line items: Build the amount from products and custom items when you need an itemized total.
Tips for clean deal data
- Use a clear, consistent deal name so it’s easy to spot on the board and in reports.
- Always link the right account so the deal rolls up to the correct company.
- Set an expected close date so the deal appears in the right forecasting period.
- Keep the stage up to date — drag the card as the deal moves so your pipeline stays accurate.