Who Is This Person?

Identity, journey status, and context

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Value Path StatusCUSTOM

Current stage, entry point, progression signals, readiness score

What's Happening?

Activities, engagement, and timeline

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What's Connected?

Associations and relationships

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Deal AssociationsPRIMARY

Connected opportunities and their status

Company Associations

Connected organizations and roles

Service AssociationsCUSTOM

Active services and delivery status

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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