Sometimes a deal no longer belongs in your pipeline — a duplicate, a test record, or an opportunity that fell through and shouldn't have been created. In Cornerspot you can delete a deal in seconds from the deal's own page. This guide shows you how, and explains how to recover a deal if you remove one by mistake.
How to delete a deal in Cornerspot
Deleting a deal is done from the deal's detail page, using the more menu in the top-right corner.
1. Open the deal and click the more menu
Open the deal you want to remove (click its card on the board, or open it from your deals list). On the deal's page, click the more menu — the three-dot (ellipsis) button in the top-right, next to Edit Deal.
2. Choose Delete Deal
In the menu that drops down, click Delete Deal.
3. Confirm the deletion
A confirmation dialog appears so you don't delete anything by accident. Click the red Delete button to confirm.
4. The deal is removed
Once you confirm, the deal is removed and Cornerspot takes you back to your deals. The deal no longer appears on your board or in your pipeline reports.
What happens when you delete a deal
Deleting a deal removes it from your board, your pipeline, and your forecasts and reports right away. The confirmation dialog notes that the action can't be undone from the app, so only delete a deal you're sure you no longer need.
Behind the scenes, Cornerspot keeps a deleted deal for a short window rather than erasing it instantly, which gives an administrator a chance to recover it if it was removed by mistake.
How to recover a deleted deal
Removed a deal you actually needed? An administrator can recover recently deleted records from Trash, where deleted items are kept for 30 days before they're purged for good:
- Open Settings → Trash (admin access required).
- Find the deal in the list of recently deleted records (use the date-range filters, such as Last 7 days or Last 30 days, to narrow it down).
- Click Restore to bring the deal back into its pipeline, or permanently delete it if you're sure it's no longer needed.
After 30 days, deleted deals expire from Trash and are removed permanently.
Tips for deleting deals safely
- Consider closing instead of deleting: If a deal didn't work out, marking it Closed Lost keeps it in your reporting and win-rate history — delete is best for duplicates and test records.
- Double-check the deal: The confirmation dialog shows the deal's name so you can be sure you're removing the right one before you confirm.
- Recover within 30 days: If you delete a deal by mistake, ask an administrator to restore it from Settings → Trash while it's still in the 30-day window.