What's Being Delivered?

Type, tier, and entitlements

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Trust MilestoneCUSTOM

Foundation, Capability, Multiplication

How's It Going?

Health, usage, and lifecycle stage

Usage LevelPRIMARYCUSTOM

Champion, Active, Light, Dormant

Engagement TrendPRIMARYCUSTOM

Increasing, Stable, Declining

What's Connected?

Who, commercial context, and related work

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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