I've downloaded the trial for 3.5 to get aquainted to it before purchasing. When I add new project and try to add a pipeline nothing is showing up. I'm wondering if it is a trial edition issue? Thanks.

Hi Matt,
Welcome! Before you can add a Pipeline to a Project or an Opportunity, you must first go to Daylite>Preferences>Pipelines and define the different Pipelines that you use. After that, you'll be able to assign a Pipeline to a Project or Opportunity.

Hope this helps,
Cynthia

Hey Cynthia,

Thanks for the reply and I did not know about the preferences. I will try that out later today.

Thanks again,
Matt