How to create a pipeline and choose its color?
How to create a pipeline and choose its color?
Reading time: 2 min
Quick summary: A pipeline allows organizing your contacts Kanban-style. You choose a name and color, then Novalya automatically creates 3 default stages that you can customize.
Access CRM
- Open your Novalya space → app.novalya.com
- Go to concerned network's CRM:
- Facebook CRM
- Instagram CRM
Create new pipeline
In left column (pipeline list):
Step 1: Click "Add pipeline" or "Create new pipeline"
Step 2: Fill in information:
Field | Description |
|---|---|
Pipeline name | Descriptive name (e.g., "Hot prospects", "Active customers") |
Pipeline color | Color for quick visual identification |
Step 3: Validate
Name choice
Naming best practices
Effective name examples:
- By status: "Prospects", "Customers", "Partners"
- By temperature: "Hot", "Warm", "Cold"
- By campaign: "Q1 2026 Campaign", "March event"
- By objective: "Follow-up needed", "In progress", "Converted"
To avoid:
- ❌ Too vague names: "Pipeline 1", "Test"
- ❌ Too long names: "Prospects contacted during Black Friday 2025 campaign following..."
Color choice
Color allows quick visual identification:
- In Novalya CRM (Kanban interface)
- On Messenger/Instagram (colored badge next to name)
Color strategies
By temperature:
- 🔴 Red: Hot prospects
- 🟠 Orange: Warm prospects
- 🔵 Blue: Cold prospects
By status:
- 🟢 Green: Active customers
- 🟡 Yellow: Prospects in progress
- ⚫ Gray: Archived
By priority:
- 🔴 Red: High priority / VIP
- 🟠 Orange: Medium priority
- 🔵 Blue: Low priority
Automatically created stages
Upon creation, Novalya automatically adds 3 default stages.
Generic names:
- Stage 1
- Stage 2
- Stage 3
What you can do next:
- ✅ Rename stages
- ✅ Add other stages
- ✅ Reorganize stage order
- ✅ Delete stages
Efficient pipeline examples
Example 1: Sales pipeline
Name: "Sales pipeline"
Color: Blue
Stages (renamed):
- Contacted
- Quote sent
- Negotiation
- Won
Result: Clear visual tracking of sales progress.
Example 2: MLM segmentation
3 created pipelines:
Pipeline | Color | Stages |
|---|---|---|
Prospects | 🟡 Yellow | Contacted → Conversation → Follow-up |
Distributors | 🟢 Green | Active → Training → Leader |
Leaders | 🔴 Red | Confirmed → Performing → Top |
Result: Clear segmentation, quick color identification.
Example 3: Temporary campaign
Name: "Summer 2026 campaign"
Color: Orange
Stages:
- Interested
- Registered
- Participant
- Converted
Result: One-time action tracking, easy to identify and archive after.
Limits to know
Number of pipelines you can create depends on your plan:
- Starter: 3 pipelines
- Pro: 10 pipelines
- Business: 25 pipelines
FAQ
Can I modify name or color after creation?
Yes. You can modify pipeline name and color anytime.
Can I create two pipelines with same name?
Yes, technically. But not recommended to avoid confusion. Rather use distinct names or add prefix (e.g., "FB - Prospects", "IG - Prospects").
Is pipeline created on Facebook AND Instagram?
No. Pipeline created in Facebook CRM exists only on Facebook. If you want same on Instagram, you must recreate it manually.
Can I delete pipeline after creation?
Yes. You can delete pipeline anytime.
Are 3 default stages mandatory?
No. You can delete them, rename them or add others according to your needs.
Need help?
If you have questions about pipeline creation, our support team is available:
- Email: support@novalya.com
- Ticket Center: Available from your Novalya space
We typically respond within 2 hours during business days.
Updated on: 27/03/2026
Thank you!