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# What is the main pipeline for in Novalya?

# What is the main pipeline for in Novalya?

**Reading time:** 2 min

**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.

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## 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.

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## 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.

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## Where to change the main pipeline?

### In contact profile

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

| Main pipeline appears first in contact profile.

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## 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

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## 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).

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## 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 |

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## 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).

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|| **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?

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## 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

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