Released: 7.28.2026
Overview
Deal Central now automatically records the proposal when a deal is printed, texted or emailed from Manager View and Sales View into the Notes and History inside VinSolutions CRM. This update helps create a more complete record of customer-facing proposal activity by automatically capturing these actions and associating them with the customer record.
What’s Improved
Deal Central now automatically records the proposal when a deal is printed, texted or emailed from Manager View and Sales View into the Notes and History inside VinSolutions CRM. Each logged event includes a link to the generated proposal document, helping dealerships maintain a more complete record of customer-facing proposal activity.
With this update, dealers can:
- Automatically captures the proposal in CRM Notes and History when it is printed, emailed and/or texted.
- Keep proposal activity connected to the customer record.
- Maintain a more consistent history of deal activity across workflows.
- Quickly access the associated proposal document from the CRM record
How It Works?
Print or Share from Manager View
When a user prints a proposal or shares a proposal by email or text from Manager View, Deal Central automatically creates a CRM Notes & History entry. The entry includes a link to the generated proposal document.
Review Activity in CRM
Users can access the customer record in VinSolutions CRM to view automatically generated Notes & History entries. Selecting the link within the note opens the associated proposal document.