Hub

What Was Ordered?

Items, amounts, and terms

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Actions BarCUSTOM

Quick actions: Create Invoice, Update Status, View Line Items

Where Does It Stand?

Status, payment, and fulfillment

Order PipelinePRIMARY

Received → Processing → In Fulfillment → Complete

Fulfillment StatusPRIMARY

Delivery/service execution status

Delivery TimelinePRIMARYCUSTOM

Expected fulfillment timeframe

Billing MilestonesCUSTOM

Milestone-based billing progress

What's Connected?

Source, billing, and delivery

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Activated ServicesPRIMARYCUSTOM

Services activated by Order

DeliverablesPRIMARYCUSTOM

Fulfillment items from Order Line Items

Order Contacts

Billing, shipping, stakeholder contacts
👥 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