What does a contact profile contain in Novalya (and how to use it properly)?

Reading time: 3 min

Quick summary: Each contact has a complete profile to organize your tracking: personal information, links, profession, description, notes with history, and current pipelines.

Personal information

Contact profile contains the following information:

Identity:

• First name
• Last name
• Email
• Phone number

Professional:

• Profession (visible as preview in CRM)
• Brief description (visible as preview in CRM)

Links and quick access

Contact profile includes quick access to:

Social networks:

• Direct link to Facebook/Instagram profile
• Direct link to Messenger/DM conversation
• Other social networks (that you can add)

External:

• Website
• Other custom links

Manual notes with history

You can add manual notes for each contact.

Features:

• ✅ Add note
• ✅ Edit existing note
• ✅ Delete note
• ✅ View complete history of notes

Each note displays:

• Creation date and time
• Note content
• Modification history

Examples of useful notes:

• Meeting context (group, post, birthday)
• Personal situation (city, activity, project)
• Objections or expressed needs
• Next scheduled follow-up
• Results from previous conversations

Current pipelines and tags

Contact profile displays all pipelines (tags) where contact is present.

What you see:

• Name of each pipeline
• Color of each pipeline
• Current stage in each pipeline

How to access contact profile?

From CRM

1. Open CRM (Facebook or Instagram)
2. Click on contact in a pipeline
3. Profile opens with all information

From Messenger/DM

1. Open Messenger or Instagram DM conversation
2. Click on contact information
3. Access complete profile

How to enrich a contact profile?

Add information

To add or modify information:

1. Open contact profile
2. Click on field to modify
3. Enter information
4. Validate

Add note

To add a note:

1. Open contact profile
2. "Notes" section
3. Click "Add note"
4. Write your note
5. Validate

Note appears with:

• Automatic date and time
• Your note content

Usage best practices

Recommendations

For each new contact:

• Note at minimum: context + objective + next action
• Fill in profession if relevant
• Add brief description visible in CRM

For your notes:

• Keep them short and actionable
• Mentally date important events
• Note objections and responses

For organization:

• Use pipelines to structure tracking
• Move between stages as you progress
• Regularly consult notes history

Examples of good contact profiles

Example 1: MLM prospect

Information filled in:

• First name: Marie
• Profession: Sports coach
• Description: Interested in nutrition
• Note 1 (01/15): "Met in Paris Entrepreneurs group, looking for extra income"
• Note 2 (01/20): "Sent product info, call back in 7 days"
• Pipelines: "Hot prospects" (Conversation), "Q1 Campaign" (Contacted)

Example 2: E-commerce customer

Information filled in:

• First name: Thomas
• Email: thomas@example.com
• Profession: Web developer
• Note 1 (02/10): "Birthday customer, bought product A"
• Note 2 (02/15): "Interested in product B, send special offer"
• Pipelines: "Customers" (Active), "Q1 Upsell" (Follow-up needed)

FAQ

Are notes visible to contact?

No. Notes are private and only visible to you in Novalya CRM. Contact cannot see them.

Can I export contact profiles?

CSV export is in development and will be available soon.

What happens if I delete a contact?

All profile information (notes, history, etc.) is permanently deleted. This action is irreversible.

Can I add custom fields?

No, for now fields are fixed. This feature might be added in the future.

Need help?

If you have questions about contact profiles, 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