Jul 28, 2026

The Deal form now includes an About this account panel with the companies and contacts associated with the deal. If an associated company is a customer, Customer Health appears when available. Each contact shows their Engagement and Relationship signals.

See every contact on the deal

The About this account panel shows the contacts associated with the deal. For each contact, you can see their name, Engagement, Relationship, and most recent engagement. Their role and email also appear when available.

• Engagement shows how recently the contact has been active against the expected cadence. That cadence uses similar won deals when enough history is available.
• Relationship shows whether recent incoming emails, meetings, and connected calls look positive, mixed, or at risk. More recent interactions carry more weight.

This makes it easier to spot single-threaded deals, active stakeholders, and contacts who have gone quiet.

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Focus the timeline on a contact

Select any contact to filter the timeline to that person's activity. You can select more than one contact or clear the selection to return to the full timeline.

When several contacts are selected, the timeline shows activity involving any of those people.

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Customer Health

For customer deals, About this account also shows the company's Customer Health when it is available, including the health label, headline, and summary.

Customer Health applies to the company. It is separate from the Engagement and Relationship signals shown for each contact.

Timeline improvements

• The Contact column shows who was involved in each activity.
• Emails with attachments show the attachment count and link to the source email in HubSpot.
• Longer activity details are easier to read.
• The timeline remembers your column order, column widths, sorting, and column filters.

Where to find it

Open a deal from Deals, Win/Loss Pro, or Win/Loss Max.

Learn more in the Deals guide, Win/Loss Pro guide, or Win/Loss Max guide.

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