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This system is for Surgi-Clin staff only.
Unauthorised access is prohibited.

⚡ Issue Strike

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⚡ This strike is recorded permanently in the rep's profile. Reps can see their own strikes. Only admins can issue, resolve or delete strikes.

Strike Record

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Deal Title
Stage
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Deal Value
✎ click to edit
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Probability
✎ click to edit
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Weighted Value
Closing Probability
Pipeline Progress
Deal Information
Client / Organisation
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Contact Person
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Assigned Rep
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Equipment Category
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Expected Close Date
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Deal Created
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Last Activity
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Priority
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Deal Type
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📡 Lead Source
🧾 Xero Quote
The quote amount overwrites this deal's value. If the quote hasn't synced from Xero yet, it links automatically as soon as it arrives.
Move to Stage
📝 Notes
✅ Next Activity
⏱ Activity Timeline
📋 Tasks
👥 Team on this Deal
📎 Attachments
＋ Upload
No attachments yet
💬 Deal Chat
No messages yet — start the conversation
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Contact Information
Linked Deals
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💔 Mark Deal as Lost

Select a reason for losing this deal. This helps identify patterns and improve future performance.

📈Reports
🎯Targets
🧾Xero Quotes
📰What's New
💡How It Works

What's New

Every time something new is built into the CRM, it gets posted here — so the whole team knows what changed and how to use it.

New feature 23 July 2026

Xero Quotes on the pipeline

Your Xero quotes now flow straight into the CRM (🧾 Xero Quotes in the sidebar).

Every quote you raise in Xero appears in your quotes inbox. For each one you can:
• Add to pipeline — creates a deal at the stage you choose, with the quote amount as the deal value.
• Link to an existing deal — the quote amount REPLACES the value you typed on that deal, and keeps it in sync: if the quote changes in Xero, the deal value updates on the next sync.
• Or work from the pipeline board: your unallocated quotes sit in the leftmost column — click one to allocate it, or drag it onto a deal card to link it.
• You can also type a quote number directly on a deal (open the deal → Xero Quote → Link Quote). If the quote hasn't synced yet, it links automatically the moment it arrives from Xero.

Quotes are matched to you via the Sales Rep tracking category in Xero, so make sure your name is on every quote you raise.
New feature 23 July 2026

Sales Manager portal — Team Calibration Console

A new management portal is built into the CRM (🧭 Sales Manager in the sidebar, visible to executive management only).

It tracks the coaching side of the sales operation: regular check-ins with every salesperson, written commitments with due dates, monthly scorecards and coaching notes — plus a printable weekly run sheet for Monday planning.

For the sales team this means one thing in practice: every check-in ends with a written, dated commitment that resurfaces until it's done.
New feature 21 July 2026

CRM Health dashboard + this What's New page

Two new additions to the CRM:

1. CRM Health — an executive dashboard that reads the live database and shows how healthy our CRM data is: which deals are going stale, which tasks are overdue, which contacts are missing details or duplicated. Keep your deals, tasks and contacts up to date — everything you touch improves the score.

2. What's New (this page) — every time something new is built into the CRM, it will be announced here so everyone knows what changed and how to use it.