Hub

What Was Ordered?

Items, amounts, and terms

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Order SourcePRIMARYCUSTOM

Deal, Self-Service, Subscription, Direct

Where Does It Stand?

Status, payment, and fulfillment

Revenue RecognitionCUSTOM

Pending, Partial, Complete

What's Connected?

Source, billing, and delivery

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Source Deal

If Deal-originated, maintains attribution
👥 Customer View Supporting 💰 Revenue View Primary 🧠 Business Context Supporting ⚡ Team Enablement Supporting
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Associations

How orders connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices