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# How to add a contact to a pipeline (manually)?

# How to add a contact to a pipeline (manually)?

**Reading time:** 2 min

**Quick summary:** You can add contact to pipeline manually from contact profile or directly from Messenger/DM conversation thread. A contact can be added to multiple pipelines.

---

## Method 1: Add from contact profile

1. Open contact profile (Facebook or Instagram)
2. Click option to add to pipeline
3. Select:
   - **Pipeline** (e.g., "Hot prospects")
   - **Stage** in this pipeline (e.g., "Contacted")
4. Validate

| Contact immediately appears in chosen pipeline.

### When to use this method

- After visiting prospect's profile
- To quickly add someone you just discovered
- Before even contacting them

---

## Method 2: Add from Messenger (or DM)

1. Open Messenger conversation (Facebook) or DM (Instagram)
2. Click option to add to pipeline
3. Select:
   - **Pipeline**
   - **Stage**
4. Validate

| Contact is added to chosen pipeline.

### When to use this method

- During or after conversation
- To organize your CRM in real-time
- After exchanging with someone new

|| **Advantage:** You stay in conversation context, it's quick and natural.

---

## Method 3: Automatic addition via campaign

When you launch prospecting campaign (group, post, profile), you can configure **automatic tags**.

**What happens:**
- Contacts reached via campaign are **automatically added** to CRM
- With tags (pipelines) configured in campaign
- At defined stage

| Note: Today, **tag = pipeline**. Applying tag in campaign automatically adds contact to corresponding pipeline.

---

## Add contact to multiple pipelines

A contact can be present in **multiple pipelines** simultaneously.

**How to do it:**
1. Add contact to first pipeline (method 1 or 2)
2. Repeat operation to add to second pipeline
3. Repeat as many times as necessary

**Concrete example:**
```
Contact "Marie":
├─ Pipeline "Hot prospects" → Stage "Conversation"
├─ Pipeline "Q1 Campaign" → Stage "Contacted"
└─ Pipeline "VIP" → Stage "Regular follow-up"
```

| Each pipeline can have **different stage** for this contact.

---

## What happens after addition

Once added to pipeline:

**In Novalya CRM:**
- Contact appears in chosen pipeline
- In selected stage
- With pipeline color

**On Messenger/Instagram:**
- **Colored badge** (tag) appears next to name
- Color corresponds to main pipeline
- Tag name = pipeline name

---

## Important: CRM accessible, smooth actions with Chrome

CRM remains **accessible** even if Chrome is closed.

**However, for smooth interaction:**
- Google Chrome must be open
- Your Facebook/Instagram session must be connected

**Without Chrome open:**
- You can view CRM
- But some actions may be slowed down

---

## Usage examples

### Example 1: Discovering qualified prospect

**Situation:** You're browsing group and find interesting profile.

**Action:**
1. Open profile
2. Add to "Hot prospects" pipeline
3. Stage: "To contact"

**Result:** Contact saved in your CRM, ready for later follow-up.

---

### Example 2: After good conversation

**Situation:** You just exchanged with someone on Messenger, it's promising.

**Action:**
1. From Messenger conversation
2. Add to "Hot prospects" pipeline
3. Stage: "Conversation"

**Result:** Contact immediately organized in right context.

---

### Example 3: Multi-pipeline addition for VIP

**Situation:** Very important contact you want to track closely.

**Action:**
1. Add to "Customers" pipeline
2. Also add to "VIP" pipeline
3. Also add to "7-day follow-up" pipeline

**Result:** Multi-dimensional tracking, impossible to forget.

---

## FAQ

**Must I necessarily add contact to pipeline?**

No. You can exchange with someone without adding them to CRM. However, adding allows structuring your tracking and not losing contact.

**Can I add contact who isn't my Facebook friend?**

Yes. You can add any contact with whom you have Messenger conversation or whose profile you see.

**What happens if I add contact already in pipeline?**

Nothing. Contact stays in current pipeline and stage. They're **not duplicated**.

**Can I add multiple contacts at once?**

No, manual addition is done **contact by contact**. For mass addition, use prospecting campaigns with automatic tags.

**Can Instagram contact be added to Facebook CRM?**

No. Facebook CRM and Instagram CRM are **completely separate**. Instagram contact can only be added to Instagram CRM.

---

|| **Related articles:**
|| - How to create pipeline and choose its color?
|| - Can I put contact in multiple pipelines?
|| - How to manually move contact between stages?
|| - What's the difference between pipeline, tag and stage?

---

## Need help?

If you have questions about adding contacts, our support team is available:

- **Email:** support@novalya.com
- **Ticket Center:** Available from your Novalya space

Our team aims to reply within 24 hours on business days.