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 #

1. Click the color picker next to a stage name
2. Choose a color using:

• Predefined palette
• Custom color picker
• Hex code (e.g., #FF5733)
• RGB values

1. Click outside or press Enter to save (auto-saves)

Recommended Color Schemes #

Professional Pipeline:

Sales Funnel:

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+