◆ = linked to Pipedrive (dragging updates the deal) · A job shows on each assigned installer's row — drag one installer's copy onto another installer to swap just that person · Double-click a day to add a manual item
▸ Tenby & Penny tracker 0— tick a stage to mark it Yes in Pipedrive; ticks update from Pipedrive automatically.
▸ Unscheduled 0— deals with no installation start date yet. Drag one onto an installer's row to book it.
Add Item
◆ Linked to a Pipedrive deal. Name and colour come from Pipedrive (colour follows the deal's stage). Date, days and installers written back to the deal where possible.