> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.novalya.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # What's the difference between pipeline, tag and stage in Novalya? # What's the difference between pipeline, tag and stage in Novalya? **Reading time:** 3 min **Quick summary:** Currently in Novalya, a pipeline and a tag are the same thing. When you add a contact to a pipeline, you apply a tag to them. Stages are columns inside a pipeline. In the near future, pipelines and tags will be separated. --- ## The new Workspace and your current space This section applies **when the new Workspace is available in your account**. It does not mean that your subscription or data has already been migrated. If you still see the legacy space, use its functions and your current terms; do not delete accounts to force a transition. In the new Workspace, **pipelines, stages and tags are separate objects**. A pipeline organizes a journey; a stage locates a contact within that pipeline; a tag describes the contact and can be shared at Workspace level. Creating a tag does not mean creating a pipeline. Tags are shared across the Workspace's accounts and platforms. Pipelines and stages belong to the selected social account. The same contact may belong to several pipelines and have a stage in each. The new grid provides 5 / 10 / 15 pipelines per account for Starter / Pro / Business, with unlimited tags. These capacities apply to the corresponding new offer and do not automatically replace a legacy subscription's rights. Your subscription, price and previously granted historical rights remain preserved. The new Starter / Pro / Business grid caps purchased slots at 5 / 10 / 15; those caps do not automatically remove historical rights. **The retained instructions below concern the legacy Novalya space.** They do not describe the new Workspace's multi-account capabilities or tag organization. --- ## Pipeline = Tag (currently) In Novalya's current system: **A pipeline is a tag, and a tag is a pipeline.** | Element | What it is | |---------|------------| | **Pipeline** | Kanban-style visual organization with stages | | **Tag** | Label applied to contact on Messenger/Instagram | | **Today** | Both are identical | --- ## Concrete example You create a pipeline called **"Hot prospects"** with **red** color. **What happens:** 1. In Novalya CRM → You see a "Hot prospects" pipeline (red) 2. On Messenger/Instagram → Contact has "Hot prospects" tag (red) 3. It's the **same element**, just displayed differently **When you add a contact to this pipeline:** - ✅ They appear in "Hot prospects" pipeline in CRM - ✅ They automatically have "Hot prospects" tag on Messenger/Instagram **When you apply "Hot prospects" tag to a contact:** - ✅ They're automatically added to "Hot prospects" pipeline in CRM | Same action, two different interfaces. --- ## Stages: columns in a pipeline A **stage** is a **column** inside a pipeline. **Example pipeline with 4 stages:** ``` Pipeline "Hot prospects" (red) │ ├─ Stage 1: Contacted ├─ Stage 2: Conversation ├─ Stage 3: Follow-up needed └─ Stage 4: Converted ``` --- ## What are stages for? Stages allow **tracking a contact's progress** through your process. **A contact can:** - Be in **one or multiple pipelines** (tags) - But in **only one stage per pipeline** **Example:** - Contact "Marie" can be in: - Pipeline "Hot prospects" → Stage "Conversation" - Pipeline "Q1 Campaign" → Stage "Contacted" - Pipeline "VIP" → Stage "Regular follow-up" --- ## Visual differences ### In Novalya CRM | Element | What you see | |---------|--------------| | **Pipeline** | Title + color at top (e.g., "Hot prospects" red) | | **Stages** | Vertical columns (Contacted, Conversation, etc.) | | **Contacts** | Movable cards in stages | ### On Messenger/Instagram | Element | What you see | |---------|--------------| | **Tag** | Colored badge next to contact name | | **Tag name** | "Hot prospects" (same name as pipeline) | | **Stages** | Not visible on Messenger/Instagram | | Stages are only visible in Novalya CRM. --- ## Summary: Pipeline vs Tag vs Stage | Element | Definition | Where it's visible | How many per contact | |---------|------------|-------------------|---------------------| | **Pipeline** | CRM organization + Automatic tag | Novalya CRM | Multiple possible | | **Tag** | Contact label (= Pipeline) | Messenger/Instagram | Multiple possible | | **Stage** | Column in a pipeline | Novalya CRM only | 1 per pipeline | --- ## What will change soon In the **near future**, Novalya will **separate pipelines and tags**. **What this will mean:** - A **pipeline** = CRM organization only - A **tag** = independent label - You can apply tags **without creating a pipeline** - You can create pipelines **without creating a tag** **Why this change?** - More flexibility - Better organization - Clear separation between CRM tracking and labeling | For now: Pipeline = Tag. It's simpler and works very well. --- ## Usage examples ### Example 1: Sales organization **Pipeline created:** "Sales pipeline" (blue) **What happens automatically:** - Tag "Sales pipeline" (blue) created - Contacts added to pipeline = tag applied on Messenger **Configured stages:** 1. Contacted 2. Quote sent 3. Negotiation 4. Won **Result:** - In CRM → Clear visual tracking of progress - On Messenger → Blue tag for quick identification --- ### Example 2: MLM segmentation **Pipelines created:** - "Prospects" (yellow) - "Distributors" (green) - "Leaders" (red) **What happens:** - 3 tags automatically created with same names/colors - On Instagram DM → Colored badges for quick identification - In CRM → 3 separate pipelines for organization **A contact can be in multiple:** - Contact "Paul" = Prospect (yellow) + Summer campaign (orange) - → 2 pipelines/tags applied --- ## FAQ **If I rename a pipeline, is the tag also renamed?** Yes. Since pipeline = tag, renaming one automatically renames the other. **If I delete a pipeline, is the tag deleted?** Yes. Deleting a pipeline automatically deletes the associated tag and removes all contacts from this pipeline/tag. **Can I create a tag without a pipeline?** No, not currently. To create a tag, you must create a pipeline. This is what will change in the future update. **How many pipelines/tags can I create?** It depends on your plan: 3, 10 or 25 pipelines/tags. **Can a contact have multiple tags/pipelines?** Yes. A contact can be in multiple pipelines (= have multiple tags). But they can only be in **one stage per pipeline**. --- || **Related articles:** || - How does Novalya CRM work? || - How to create a pipeline and choose its color? || - Can I put a contact in multiple pipelines? || - How to add, rename or delete stages? --- ## Need help? If you have questions about pipelines, tags and stages, 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.