To create new pipelines in Daylite 3, go to the Daylite Preferences, then click on the Pipelines icon under the Current Database.

1. On the Pipeline List Pane (the left hand side of the Pipeline Preferences window), click on the (+) button.
2. On the right hand side, make the Pipeline Active by checking the ‘Active’ check box.
3. Provide a name and description for the Pipeline.
4. Specify whether you want this Pipeline to be applied to either Opportunities or Projects.
5. Assign a Low/High watermark to determine the lowest and highest goals or benchmarks for the steps that will occur within the Pipeline. (It is not necessary for you to specify these)
6. Now add the stages of the Pipeline by clicking on the (+) button in the Stages Lists Pane