How to create a new product in CornerSpot

Products are the items and services you sell in Cornerspot — they power your quotes, deals, subscriptions, and invoices, so you never have to retype a price or description. Adding a new product takes just a few clicks from the Products page. This guide shows you how.

You can add a product anywhere you see the New Product button. Here’s the quickest path, start to finish.

1. Open the Products page

From the dashboard, select Products in the left-hand menu. This opens your full product list, with a New Product button in the top-right corner.

The Products page in the Cornerspot CRM dashboard with the New Product button — The Products page in the Cornerspot CRM, with the New Product button in the top-right.

2. Click “New Product”

Select New Product to open the New Product panel. The form slides in from the right so you never lose your place in the list.

The New Product panel ready for a product’s details in the Cornerspot CRM — The New Product panel, ready for the product’s details.

3. Enter the product name

The Name field is the only thing required to create a product — enter the product name here. The Currency is also required, but it’s already pre-filled with your team’s default currency, so there’s nothing to change unless you want to.

Entering a new product’s name in the Cornerspot CRM — Entering the new product’s name.

4. Add a code, description, and price

Round out the record with whatever helps your team: a code (such as a SKU), a short description, and a default price. You can also set a unit, a pricing model (one-time or recurring), categories, tax rates, and discounts to keep the product organized and ready to sell.

Adding a new product’s code, description, and default price in the Cornerspot CRM — Adding the product’s code, description, and default price.

5. Save the product

When everything looks right, click Create Product. Your new product is saved instantly and appears in your product list, ready to add to quotes, deals, and invoices.

A newly created product shown in the Cornerspot CRM product list — The product list with the newly created product.

How products are used in Cornerspot

Once a product exists, it ties the rest of your workflow together — there’s no need to re-enter pricing or descriptions again:

Deals & quotes: Add products as line items so totals and pricing are calculated for you.
Subscriptions: Use a recurring pricing model and billing frequency to bill the product on a schedule.
Invoices: Pull products straight onto an invoice, with the price, currency, and tax already set.
Reporting: Categories and codes let you filter, build saved views, and report across what you sell.

Tips for clean product data

Use a clear, consistent name so the product is easy to find and add to deals.
Set a code (SKU) so each product has a unique, searchable identifier.
Confirm the default price and currency — they flow straight onto quotes and invoices.
Use categories to group related products, then filter on them later.

How to create a new product in CornerSpot