Skip to Content
These docs are actively being updated. Check back regularly for new guides and API references.
Pipeline ViewOverview

Pipeline View

The Pipeline view is Waypath’s CRM interface. It provides table and kanban views for managing people, companies, deals, activities, and leads. Pipeline is the system of record, data here drives the Intelligence graph.

Pipeline people view

In this section

  • People: people table with multi-column sorting and search
  • Companies: organization records linked to people
  • Deals & Opportunities: kanban board and table view for sales pipeline
  • Activities: timeline feed of interactions and tasks
  • Lead Search: find and import B2B prospects via Orange Slice
Insights PanelPeople