What is the main pipeline for in Novalya?

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Quick summary: The main pipeline defines the pipeline displayed as priority in Messenger/Instagram overlay to quickly identify a contact. Also called "main tag" in some interfaces.

What is the main pipeline?

A contact can be present in multiple pipelines simultaneously.

The main pipeline is used to choose:

Which pipeline should be considered the main reference
Which color/label to display as priority in Messenger/Instagram

The main pipeline applies the same way on Facebook Messenger and Instagram DM.

Where do we see the main pipeline?

The main pipeline is visible in Messenger/Instagram overlay:

A colored badge or label appears under contact name
Color corresponds to main pipeline
Pipeline name can display on hover

This allows quick contact identification without opening CRM.

Where to change the main pipeline?

In contact profile

Open contact profile in your CRM
You'll see list of all pipelines where this contact is located
Above this list, select main pipeline in dropdown menu
Change is immediate

Main pipeline appears first in contact profile.

Why it's important?

The main pipeline allows:

Keeping clear reading in Messenger/Instagram
Avoiding confusion if contact belongs to multiple pipelines
Standardizing your tracking (e.g., always display "Prospects" or "Customers" as main)
Visually identifying contact priority

Concrete example

Contact "Marie" present in:

Pipeline "Hot prospects" (red color)
Pipeline "Q1 Campaign" (blue color)
Pipeline "VIP" (gold color)

If main pipeline = "VIP":

In Messenger, Marie will have a gold badge
You immediately identify this is a VIP contact

Best practices

Choose coherent logic

Option A: By commercial priority

Main pipeline = most important status
E.g., "Customers" > "Prospects" > "Cold leads"

Option B: By current objective

Main pipeline = current campaign/action
E.g., "Black Friday campaign" during operation

Option C: By relationship seniority

Main pipeline = longest history
E.g., "Customers 2+ years" > "Recent customers"

General recommendation

Choose as main pipeline the one representing contact's main commercial status (e.g., "Prospects", "Customers", "Partners").

Use other pipelines for complementary segmentation (temporary campaigns, events, follow-ups).

Difference with other pipelines

Criteria	Main pipeline	Other pipelines
Number	1 per contact	Unlimited
Messenger display	Visible colored badge	Not directly visible
Role	Quick identification	Complementary segmentation
Change	Via contact profile	Via CRM actions

FAQ

Must I necessarily define a main pipeline?

Yes. If a contact is in multiple pipelines, Novalya defines one as main by default (usually first added). You can change it anytime.

What happens if I change the main pipeline?

Only color/label in Messenger changes. Contact stays in all their current pipelines. No data is lost.

Does main pipeline affect CRM campaigns?

No. CRM campaigns target contacts according to pipeline selected in campaign, not according to main pipeline.

If I delete the main pipeline, what happens?

If you delete the pipeline currently defined as main, Novalya will automatically define another pipeline as main (if contact is in other pipelines).

Related articles:

How does Novalya CRM work?

Can I put a contact in multiple pipelines?

How to add a contact to a pipeline manually?

What's the difference between pipeline, tag and stage?

Need help?

If you have questions about main pipeline management, our support team is available:

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

We typically respond within 2 hours during business days.

Updated on: 27/03/2026

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