Hub

Who Is This Organization?

Identity, size, and strategic context

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Actions BarCUSTOM

Quick actions: Add Contact, Create Deal, Log Activity

What's Happening?

Activities, engagement, and revenue

Activities TabPRIMARY

Chronological timeline of all interactions across all contacts

Recent ActivitiesPRIMARY

Latest interactions across all contacts at a glance

Overview Tab

Data highlights, recent activity summary, key metrics

What's Connected?

People, deals, and relationships

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Contact Associations

All people associated with this company

Ticket Associations

All support requests from this organization

Project AssociationsCUSTOM

Transformation projects underway at this company

Workflows

Active automation workflows affecting this company
👥 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