Articles on: CRM / Pipelines / Tags

How to create a pipeline and choose its color?

How to create a pipeline and choose its color?


Reading time: 2 min


Create a pipeline in the new Workspace


Select the relevant social account, then open its CRM. Use the pipeline creation command, choose a clear name and a colour if offered, then confirm. Check the displayed stages and adapt them to your process.


A pipeline organizes a contact’s progress; a tag describes that contact. Pipelines and tags are separate. Pipelines and stages belong to the selected account; tags are shared at Workspace level. A contact may belong to several pipelines with a stage in each.


Limits per account


Tier

Messages per account / month

Pipelines per account

Maximum purchased slots

Starter

300

5

5

Pro

500

10

10

Business

700

15

15


Purchased slots and pipelines are separate limits: a maximum of 5/10/15 slots in the Workspace, and 5/10/15 pipelines for each account. A purchased slot may be unconnected.


If you reach the limit, check the selected account and your offer. Ask support about available changes before deleting data.


Names and colours


Use short names such as “Prospects”, “Customers” or “Follow up”, with a consistent colour scheme. A colour helps organization; it does not create another quota or social-account slot.


## Further reading


Plans and limits · Understanding my invoice


Need help?


Open a ticket from your Novalya workspace or email support@novalya.com. Include the relevant account and issue, without passwords or card details.

Updated on: 13/10/2026

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