Role Views
Perspectives by role
The same HubSpot objects serve different purposes depending on your role. These role-based views show you what matters most for your work โ which objects to focus on, what data you need, and how to use unified views for better decisions.
The Customer Org
Creating and delivering value to customers
Key Objects: Contact, Company, Signal, Ticket
The Operations Org
Enabling the Customer Org to be effective
Key Objects: Service, Project, Deliverable, Task
The Finance Org
Resource stewardship and value accounting
Key Objects: Deal, Order, Invoice, Subscription
Leadership
Strategic intelligence across all three orgs
Key Objects: Signal, Listing, Company, Service