Color-Coded Opportunities in Pipelines
J
Joe Merritt
Allow users to highlight opportunities in a pipeline with different colors based on status, priority, or custom conditions. This would make it easier to visually track leads, deals, and tasks at a glance without relying solely on labels or filters.
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P
Pallavi Kothari
Merged in a post:
Color code contacts based on opportunity status
A
Adam at Lead Momentum
this will help in the conversations section to easily see priority conversations
P
Pallavi Kothari
Merged in a post:
Allow Colors for Pipeline Stages
S
Soleman Sal
When creating a pipeline stage in opportunity settings, a user should be able to select a color for that pipeline. This color will be used as background for the opportunity card for that specific pipeline.....sisomething like in the screenshot example.
P
Pallavi Kothari
Merged in a post:
Color Coding Opportunities based on Task Due Dates
R
Rain Delaware
Having opportunities change color based on when a task is due. Red if the task is past due, yellow if it is coming up and gray if the task is not due for a while. Having this would help our agents see the tasks they have when they are in the opportunity view so they can better manage their time without having to go to the dashboard.
HIGHLVL-I-5206
P
Pallavi Kothari
Merged in a post:
Color Code based upon Filter
C
Chris Grubb
The ability to color code opportunity cards based upon a filter would be useful. Specifically I'm thinking of color coding opportunities based upon time in a certain stage or other variables. Such as when a lead has been in a stage for more than a day or two it turns yellow or red to indicate urgency is needed in dealing with the opportunity/lead.
P
Pallavi Kothari
Merged in a post:
Aging Time Elapsed for Opportunities (Hours, Days, Etc)
R
Rich Ribeiro
Very glad that we're now able to customize the opportunity cards. But one feature that would be extremely helpful for many of our workflows is a quick view of HOW OLD that opportunity currently is.
We could have a filter for either:
- Since created
- Since last stage/pipeline change
- Since last updated
- Etc
And choose between:
- Minutes
- Hours
- Days
- Etc
Having a warning symbol or color after a user specific amount of time would also be great. Image for reference.
R
Rich Ribeiro
Yes please! So far the current opportunity changes have been great. This would make things even better!
M
Marketing Studio
Please can we make this feature available? Just lost a client because they need different colors for their stages.
J
Jean Mendoza
Yess we always have clients ask for this
W
Will Anagnos
Can we please add this, thanks!
S
Stephan Dieterle
### Solved with a workaround - Instructions in the pdf
I solved the problem using Custom Js code, which I then pasted into the whitelabeling Custom JS code window in the Company settings.
I solved the whole thing using a custom field called Mood. Whenever an opportunity has a certain mood, it gets a certain color at the edge. The mood can then be changed via automations or directly in the opportunities.
I have made a query with JS in which mood the current opportunity is located and then the color is adjusted accordingly.
The disadvantage is that you have to display the mood in the opportunity card, as this is how the status of the mood is read out, see screenshot
The colors can be changed as desired, you can also change the color of the whole card and not only the border.
If someone is interested or has some more questions he can write to me at stephan@fedicom.net
(Sorry that my English is not too good, I am from Germany)
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