Knowledge Base
Everything you need to know.
Concept definitions, critical rules, and the questions chapters ask most. Tutorial walkthrough →
Concepts
Lifecycle Stage
Lifecycle Stage is HubSpot's native property for tracking where a contact sits in the journey from first touch to customer.
ConceptsLead Status
Granular status values for contacts in the Lead lifecycle stage — how to track where each prospective member sits in your pipeline.
ConceptsMember Status
The three membership states for contacts in the Member lifecycle stage — active, on leave, or graduated out.
ConceptsPrimary Interest
Which EO programme or offering a contact is most interested in — used for routing, segmentation, and event invitations.
ConceptsPersonal Interest
How a contact prefers to engage with EO — a multi-select checkbox field used for matching, event design, and Forum placement.
Concepts
FAQ
FAQ
The top five questions chapters ask before signing off on the HubSpot rollout.
FAQCritical Rules
The non-negotiables for the EO HubSpot rollout. Read these before taking any action that touches the integration.
FAQApplication → Member Flow
The end-to-end journey of a single applicant, from a prospect contact in HubSpot to a fully onboarded, paid-up member — including every pipeline stage in the Member Acquisition pipeline.
FAQ