Managing pipelines just got faster—and a lot more visual.
What’s New
- Create and edit pipelines directly from the pipeline dropdown
- Assign colors to each stage within a pipeline
- Choose how colors appear: Default (no color), Colored dot or Background tint
- Stage colors now reflect across key views like Kanban and record details
How It Works
- Open the pipeline dropdown in Opportunities
- Click + New pipeline to create instantly
- Use the edit icon next to any pipeline to modify it
- Create or Edit a pipeline to assign stage colors
- Select your preferred display style (dot or background tint)
Why This Matters
- Faster pipeline management without extra navigation
- Better visual clarity across stages and deals
- Easier to scan pipelines and prioritize work
- Consistent experience across views
Notes
- Color preferences apply at the pipeline level
- All users see the same stage color configuration