Jul 16, 2026
Open and closed deal pages now show tasks, communications, clearer activity details, and engagement impact colors.
Last updated
Deal timelines now include more activity: Open and closed deal timelines now show tasks and communications alongside the existing engagement and CRM history.
What changed
- Tasks and communications now appear alongside emails, calls, meetings, notes, and CRM property changes when that activity is available.
- Notes, tasks, and communications show clearer subjects, details, and status or channel labels. This includes readable note content, task statuses, and communication channels such as WhatsApp.
- Engagement colors now reflect activity impact across open and closed deal timelines. On open deals, CRM property changes also use directional colors to distinguish improvements, regressions, and neutral changes.
How to use it
Open a deal from Deals, Win/Loss Pro, or Win/Loss Max. Use the timeline to review engagement activity together with stage, amount, close date, owner, and deal health changes.
Read the Deals guide, the Win/Loss Pro guide, or the Win/Loss Max guide.
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