Workspace

Keep customer and sales context in one workspace.

Sellpath brings CRM records, pipeline stages, and activity history together so teams stay aligned.

Core areas: CRM + pipelineHistory: ActivitiesDetail: Guided navigation

Details

What it covers

The product includes customer, account, campaign, product, opportunity, pipeline, and activity screens in one workspace.

Customers, accounts, campaigns, products, and opportunities are first-class records.Pipeline and activity views share the same workspace context.Drill-down pages keep context intact as visitors move between records.