In the Pipelines area, you can create entire processes as a blueprint for use in projects and opportunities.
Each pipeline consists of an arbitrary number of phases. You can store any number of tasks and appointments for each phase.
You can set the due date of each task and appointment depending on the start or planned end date of a phase.
By using pipelines, you can ensure that you do not forget anything in similar or identical project processes and that the right person always automatically receives a task at the right time.
In this HelpCenter article you can find out how to use the pipelines you created:
How do I create and use pipelines in Daylite?
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