Stage Colors Customization
Stage Colors Customization #
Customize stage colors to create a visual pipeline that matches your workflow and branding.
Overview #
Assign custom colors to each contact stage for easy visual identification throughout PloverCRM. Colors appear in contact lists, filters, and the admin interface.
Prerequisites: Admin permissions and at least one stage created.
Accessing Stage Colors #
Navigate to PloverCRM > Settings > PloverCRM and find the Stages section. Each stage has a color picker next to its name.
Customizing Colors #
- Click the color picker next to a stage name
- Choose a color using:
- Predefined palette
- Custom color picker
- Hex code (e.g.,
#FF5733) - RGB values
- Click outside or press Enter to save (auto-saves)
Recommended Color Schemes
Professional Pipeline:
| Stage | Hex | Color |
|---|---|---|
| New | #3498db | Blue |
| Contacted | #9b59b6 | Purple |
| Qualified | #f39c12 | Orange |
| Proposal | #e67e22 | Dark Orange |
| Won | #27ae60 | Green |
| Lost | #95a5a6 | Gray |
Sales Funnel:
| Stage | Hex | Color |
|---|---|---|
| Lead | #3498db | Blue |
| Opportunity | #2980b9 | Dark Blue |
| Negotiation | #f39c12 | Orange |
| Closed Won | #27ae60 | Green |
| Closed Lost | #c0392b | Red |
Best Practices #
Visual Hierarchy:
- Cooler colors (blue, purple) for early stages
- Warmer colors (orange, yellow) for middle stages
- Green for success, red/gray for negative outcomes
Accessibility:
- Ensure sufficient contrast
- Use distinct, easily distinguishable colors
- Test with colorblind simulation tools
Consistency:
- Document your color scheme for team reference
- Align with brand colors where appropriate
Where Colors Appear #
- Contact List: Stage badges and indicators
- Contact Edit Screen: Stage selector and history timeline
- Dashboard: Charts, pipeline visualizations, and reports
- Mobile App: Contact cards and filters
Advanced Customization #
Custom CSS Styling
/* Make stage badges rounded */
.plover-crm-stage-badge {
border-radius: 20px;
padding: 4px 12px;
box-shadow: 0 2px 4px rgba(0, 0, 0, 0.1);
}Programmatic Management
// Get and update stage colors
$stage_colors = get_option('plover_crm_stage_colors', []);
$stage_colors['new'] = '#3498db';
update_option('plover_crm_stage_colors', $stage_colors);Troubleshooting #
Colors not saving: Check browser console for errors, verify permissions, try a different browser, clear cache.
Colors not appearing: Refresh page (Ctrl+F5), clear WordPress cache, check for CSS conflicts.
Color picker not working: Check JavaScript errors, disable conflicting extensions, update PloverCRM.
Last Updated: February 3, 2026
Applies To: PloverCRM 2.0+
