Who Is This Organization?

Identity, size, and strategic context

2/6
Organizational Value PathPRIMARYCUSTOM

Aggregated journey status across all contacts at this company

Firmographic Data

Industry, revenue, employee count, location, tech stack

What's Happening?

Activities, engagement, and revenue

Revenue SummaryPRIMARY

Total revenue, active deals, pipeline value

What's Connected?

People, deals, and relationships

2/8
Deal AssociationsPRIMARY

All opportunities - past, present, and potential

Service AssociationsPRIMARYCUSTOM

Active services and delivery status for this company

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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