Hub

Who Is This Organization?

Identity, size, and strategic context

5/6
About This CompanyPRIMARY

Core identity: name, domain, industry, size, lifecycle stage

Organizational Value PathPRIMARYCUSTOM

Aggregated journey status across all contacts at this company

Organizational Complexity TrapsPRIMARYCUSTOM

Primary traps affecting this organization, aggregated from contacts

Unified Goal Progress (Org)PRIMARYCUSTOM

Organizational status toward each of the four Unified Goals

Actions BarCUSTOM

Quick actions: Add Contact, Create Deal, Log Activity

What's Happening?

Activities, engagement, and revenue

Overview TabPRIMARY

Data highlights, recent activity summary, key metrics

Activities TabPRIMARY

Chronological timeline of all interactions across all contacts

Recent ActivitiesPRIMARY

Latest interactions across all contacts at a glance

Organizational Signal SummaryPRIMARYCUSTOM

Aggregated engagement signals across all contacts

Data Highlights

AI-surfaced important changes and patterns at the org level

What's Connected?

People, deals, and relationships

6/8
Contact AssociationsPRIMARY

All people associated with this company

Ticket AssociationsPRIMARY

All support requests from this organization

Service AssociationsPRIMARYCUSTOM

Active services and delivery status for this company

Deal Associations

All opportunities - past, present, and potential

Project AssociationsCUSTOM

Transformation projects underway at this company

Parent/Child Companies

Hierarchical company relationships
👥 Customer View Supporting 💰 Revenue View Primary 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How companys connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices