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Troubleshooting Sales Stage Color and Visibility Issues (CRM)

This is a system-wide issue that can affect multiple customer instances simultaneously. The problem occurs when backend updates to sales stage configurations impact color display and role-based visibility settings across the platform.

Symptoms

You may experience one or more of the following issues with sales stages in your CRM:

  • Sales stage colors are missing or showing as grey instead of their assigned colors

  • Non-admin users (such as Admissions Reps) can only see a limited set of sales stages like "Close1", "ReferredOut", and "CloseOut."

  • List views display sales stages without their color coding

  • These issues appear suddenly without any configuration changes made by your team


Solution

The primary workaround for this issue is simple but requires coordination with your team:

  1. Notify affected users: Contact all users experiencing the sales stage issues (particularly non-admin roles like Admissions Reps)

  2. Log out completely: Have each affected user log out of Dazos entirely

  3. Clear browser session: Users should close their browser completely or clear their browser cache

  4. Log back in: Users can now log back into Dazos

  5. Verify the fix: Check that sales stages now display with proper colors and all expected values are visible

⚠️ Important: This logout/login process should be performed after Dazos Support confirms that backend updates have been applied to address the issue.

Expected Result

After completing the logout/login process:

  • Sales stage colors should display properly instead of appearing grey

  • Non-admin users should see all appropriate sales stage values in the dropdown menus

  • List views should show color coding for each sales stage

  • The sales pipeline should function normally with full visibility

When to Contact Support

Contact Dazos Support immediately if:

  • You notice sudden changes to sales stage colors or visibility

  • The logout/login workaround doesn't resolve the issue

  • The problem persists after following all troubleshooting steps

  • Multiple users across different roles are affected

💡 Tip: When reporting this issue, mention that it's a "sales stage color and visibility issue" and provide screenshots showing the missing colors or limited picklist values.

Related Resources

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