Hub

What's Being Delivered?

Type, tier, and entitlements

5/7
Actions BarPRIMARYCUSTOM

Quick actions: Log Activity, Schedule Session, Create Ticket

About This ServicePRIMARY

Name, type, tier, status, description

Service TypePRIMARYCUSTOM

Subscription, Term, Project-Based, Maintenance

EntitlementsPRIMARYCUSTOM

What customer is entitled to under this Service

Service TimelineCUSTOM

Start date, current period, renewal/end date

How's It Going?

Health, usage, and lifecycle stage

Overview TabPRIMARY

Service summary, health indicators, usage highlights

Activities TabPRIMARY

Usage history, engagement timeline, delivery activities

Service Lifecycle StagePRIMARY

Onboarding → Active → Optimization → At Risk → Renewal → Completed

Health ScorePRIMARYCUSTOM

Thriving, Healthy, Attention, At Risk

Last EngagementCUSTOM

Most recent usage or interaction date

What's Connected?

Who, commercial context, and related work

6/9
Related ProjectPRIMARYCUSTOM

Project coordinating delivery

Service DeliverablesPRIMARYCUSTOM

Specific outputs within Service scope

Related AppointmentsPRIMARY

Sessions included in Service delivery

Contact Associations

Service recipients, administrators, team members

Product Association

The offering being delivered

Related Tickets

Support requests related to this Service
👥 Customer View Primary 💰 Revenue View Supporting 🧠 Business Context Supporting ⚡ Team Enablement Primary
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Associations

How services connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices