Hub

What's This Opportunity?

Value, scope, and commercial context

2/7
About This Deal

Core opportunity data: name, amount, stage, close date, owner

Primary Trap FocusCUSTOM

Which complexity trap is the primary driver for this deal

Where Are We?

Sales progression and stakeholder alignment

Activities Tab

Chronological timeline of all deal-related interactions

Stakeholder AlignmentCUSTOM

Level of buy-in: Champion → Team → Leadership → Org-Wide

Recent Activities

Latest interactions at a glance

What's Connected?

People, organizations, and deliverables

4/8
Contact AssociationsPRIMARY

Buying committee members with their roles

Company Association

The organization this deal represents

Signal AssociationsCUSTOM

Engagement signals that contributed to this opportunity

Service AssociationsCUSTOM

Delivery commitments resulting from this deal
👥 Customer View Supporting 💰 Revenue View Primary 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How deals connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices