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Customizing Your Pipeline Stages Appearance

You can now collapse/expand, resize, and recolor stages in the Opportunities view!

Updated: March 26, 2026

  1. Collapse/Expand
  2. Resize
  3. Recolor

1. Collapse/Expand

  1. Go to Opportunities → Board View
  2. Click on a stage header (< / > icons) to collapse or expand it

CRR - 1

Screenshot 2026-03-26 at 1.54.32 PM


2. Resize

  1. Go to Opportunities → Board View
  2. Drag column edges to resize stages
  3. Double-click the divider to reset a column to its default size

CRR - 2


3. Re-color

  1. Go to Opportunities → Board View
  2. Select Pipelines from the top menu and choose to edit the Pipeline you wish to adjust
  3. Choose your desired appearance, colored dot or background tint.
    1. Only one of the above can be selected.
    2. This will also be reflected on the Contact level when viewing the listed Opportunities.
  4. Save. Changes applied should be automatic. 

CRR - 3

 

Colored Dot:

CRR - 4

 

Screenshot 2026-03-26 at 1.42.18 PM

Screenshot 2026-03-26 at 1.43.26 PM

 

Background Tint:

Screenshot 2026-03-26 at 1.50.04 PM

Screenshot 2026-03-26 at 1.43.46 PM