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

# 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)

|| Profession and brief description appear as **quick preview** in CRM contact list, allowing quick prospect identification.

---

## 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

| Useful for: Quickly accessing profile or conversation without searching.

---

## 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

| Useful for: Seeing at a glance all contexts where you're tracking this contact.

---

## 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

| Recommendation: Enrich **progressively** as your exchanges progress.

### 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.

---

|| **Related articles:**
|| - How to add a contact to a pipeline?
|| - Can I put a contact in multiple pipelines?
|| - How to send a campaign from CRM?
|| - What's the difference between pipeline, tag and stage?

---

## 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

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