Symptom/Error
When selecting the "Refer Out" (or similar) sales stage from the picklist, the Outbound Referral block that should automatically appear on the edit page fails to display. This prevents users from quickly creating outbound referrals as part of their standard workflow.
Cause
This issue occurs when the sales stage picklist value has a custom color assigned. Custom colors on picklist values can interfere with certain CRM triggers and conditional display functionality, preventing the Outbound Referral block from appearing when expected.
Solution
To resolve this issue, the custom color needs to be removed from the affected picklist value:
Navigate to Picklist Settings: Go to Settings → CRM Settings → Module Management → Picklist Field Values
Select the Module: Choose the appropriate module (e.g., "Intake Opportunities") from the dropdown
Find the Sales Stage Picklist: Select the sales stage picklist field from the "Select Picklist" dropdown
Locate the Affected Value: Find the sales stage value that's causing the issue (e.g., "Refer Out")
Remove Custom Color: Change the color setting back to the default (white/no color)
Save Changes: Click "Save" to apply the modification
Test the Functionality: Navigate to a record and test that selecting the sales stage now triggers the Outbound Referral block to appear
⚠️ Important: This is a known product limitation that the development team is working to resolve. In the meantime, avoid applying custom colors to picklist values that trigger conditional functionality.
Verification
After removing the custom color:
The Outbound Referral block should appear when selecting the affected sales stage
Users can successfully create outbound referrals using the quick-create functionality
The trigger works consistently across all affected records
When to Contact Support
Contact Dazos Support if:
The Outbound Referral block still doesn't appear after removing the custom color
You need assistance identifying which picklist values have custom colors applied
The issue affects multiple sales stages or other conditional functionality
You need updates on when this limitation will be resolved