Pipelines
How to use a Pipeline in Daylite once it's built — assign it to an Opportunity or Project, work the Stages and their tasks, advance through the Pipeline, and switch Pipelines when things change course
A Pipeline is a series of pre-determined milestones — called Stages — that an Opportunity or Project moves through as you work it. Each Stage can carry its own tasks and appointments, so the next steps are waiting for you the moment a record reaches that Stage. This article covers using a Pipeline on a record.
Key facts:
A Pipeline applies to both Opportunities and Projects. Each type has its own Pipelines and Stages.
Adding a Pipeline lets an Opportunity or Project appear on its corresponding Board view.
Each Stage can have tasks and appointments attached. Completing a Stage's activities is your cue to advance to the next Stage.
You work a Pipeline in two places: the Tasks and Pipeline view on the record, and the Board.
You can change a record's Pipeline at any time.
How Do I Assign a Pipeline?
An Opportunity or Project needs a Pipeline before it can move through Stages or appear on the Board.
When you create it — set the Pipeline in the New Opportunity or New Project window. On iPhone and iPad, tap Set Pipeline, then choose the Pipeline and a Stage.
On an existing record — open the Opportunity or Project and assign a Pipeline from its Tasks and Pipeline view.
Automatically — if you set a default Pipeline in Settings > Default Values and choose Opportunities or Projects every new record of that type is assigned the Pipeline. You can change it at any time.
How Do I Work the Stages of a Pipeline?
Each Stage represents a milestone — for an Opportunity that might be Inquiry, Proposal, or Negotiation; for a Project it might be Kickoff, In Progress, or Delivery — and it can come with tasks and appointments that were built into the Pipeline.
Open the record and go to the Tasks and Pipeline view to see the full Pipeline — every Stage, with its tasks and appointments. Complete the tasks for the current Stage and when a Stage's activities are done, the record is ready to advance to the next Stage.
A Pipeline's built-in tasks and appointments are a starting point, not a fixed script. As an Opportunity or Project changes, add your own to any Stage from the Tasks and Pipeline view — they link to the record and its Stage. Delegate these as needed.
How Do I Advance a Pipeline to the Next Stage?
The quickest way to advance stage is on its Board — the Opportunities Board for an Opportunity, the Projects Board for a Project.
Open the Board and drag the record's card onto column of the next state, or drop on title of the next Stage's column for the advanced stage
In the Advance Stage window that opens, verify or adjust the Start Date, create any tasks and appointments for the new Stage, and add a note.
Confirm to complete the move.
Advancing this way keeps each milestone's follow-up work attached to the record, so the Stage you move into arrives with its next steps already in place.
How Do I Change Pipeline?
If work changes course — for example, an Opportunity shifts from a sales motion to a renewal, or a Project moves to a different process — you can move the record to a different Pipeline.
Open the Opportunity or Project and go to its Tasks and Pipeline view.
Click the Pipeline name, choose your pipeline, then click and click change
Set the Stage the record should sit in on the new Pipeline.
Frequently Asked Questions
What's the difference between a Pipeline and a Stage in Daylite?
A Pipeline is the whole path a record follows. A Stage is one milestone within it. A Pipeline is made up of several Stages, and each Stage can carry its own tasks and appointments.
Where do I build or edit a Pipeline's Stages?
Pipelines are built and edited in Settings > Pipeline
Why doesn't my Opportunity or Project appear on its Board?
It most likely has no Pipeline assigned. A Board shows only records that have a Pipeline and in an active state. Assign a Pipeline and the record appears in the Not Started column.
Can one record be on more than one Pipeline at a time?
No. An Opportunity or Project follows one Pipeline at a time. You can switch it to a different Pipeline, which moves it onto that Pipeline's Stages.
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