Hub

Who Is This Person?

Identity, journey status, and context

7/7
About This ContactPRIMARY

Core identity: name, email, phone, job title, lifecycle stage

Value Path StatusPRIMARYCUSTOM

Current stage, entry point, progression signals, readiness score

Complexity Trap FocusPRIMARYCUSTOM

Primary trap, identified traps, transformation readiness

Unified Goal ProgressPRIMARYCUSTOM

Status toward each of the four Unified Goals

Actions BarCUSTOM

Quick actions: Call, Email, Task, Note, Meeting

Communication Subscriptions

Email subscription status and preferences

Website Activity

Page views, session history, source tracking

What's Happening?

Activities, engagement, and timeline

Overview TabPRIMARY

Data highlights, recent activity summary, key metrics

Activities TabPRIMARY

Chronological timeline of all interactions

Recent ActivitiesPRIMARY

Latest interactions at a glance

Signal SummaryPRIMARYCUSTOM

Aggregated engagement signals and patterns

Data Highlights

AI-surfaced important changes and patterns

What's Connected?

Associations and relationships

6/8
Company AssociationsPRIMARY

Connected organizations and roles

Ticket AssociationsPRIMARY

Support requests and their resolution status

Service AssociationsPRIMARYCUSTOM

Active services and delivery status

Related ContactsPRIMARYCUSTOM

Connected people: colleagues, referrals, team

Deal Associations

Connected opportunities and their status

Project AssociationsCUSTOM

Transformation projects and participation
👥 Customer View Primary 💰 Revenue View Supporting 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How contacts connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices