Hub

What's This Opportunity?

Value, scope, and commercial context

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Actions BarCUSTOM

Quick actions: Add Contact, Create Quote, Log Activity, Schedule Meeting

Where Are We?

Sales progression and stakeholder alignment

Activities TabPRIMARY

Chronological timeline of all deal-related interactions

Recent ActivitiesPRIMARY

Latest interactions at a glance

Overview Tab

Deal summary, key metrics, recent activity highlights

Pipeline Stage

Current stage in the Path to Value pipeline

What's Connected?

People, organizations, and deliverables

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Project AssociationPRIMARYCUSTOM

Transformation work created when deal activates

Contact Associations

Buying committee members with their roles

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