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Articles on:CRM / Pipelines / Tags
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  • CRM / Pipelines / Tags
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  • What's the difference between pipeline, tag and stage in Novalya?
    Understand pipelines, tags and stages in Novalya CRM. Pipeline equals tag today. Learn how to organize contacts with Kanban-style stages.Featured
  • Can I put the same contact in multiple pipelines?
    Yes, contacts can be in multiple pipelines simultaneously. Each pipeline can have different stage. Learn multi-pipeline contact management.Featured
  • What is the main pipeline for in Novalya?
    Main pipeline defines priority display in Messenger/Instagram overlay. Learn how to choose and manage main pipeline for quick contact identification.Featured
  • How to manually move a contact between stages (and bulk actions)?
    Move contacts between stages with drag-and-drop or bulk actions. Organize CRM efficiently without sending messages. Complete guide included.Featured
  • What does a contact profile contain in Novalya (and how to use it properly)?
    Contact profile includes personal info, links, profession, notes with history and current pipelines. Learn to enrich and organize contact tracking.Featured
  • Can I export or import my Novalya CRM in CSV?
    CSV export and import are in development. Learn current alternatives for manual contact addition and data retention in Novalya CRM.Featured
  • How does Novalya CRM work (Facebook and Instagram)?
    Novalya CRM organizes prospects with Kanban pipelines. Two separate CRMs for Facebook and Instagram. Learn features and best practices.Featured
  • How to send a campaign from CRM (manual follow-up)?
    Send CRM campaigns to contacts with automatic post-send actions. Limited to 50 sends per campaign. Complete guide for effective follow-ups.Featured
  • How many pipelines can I create according to my plan (3 / 10 / 25)?
    Pipeline quota depends on plan: 3, 10 or 25. Global quota shared between Facebook and Instagram. Learn organization best practices.Featured
  • How to create a pipeline and choose its color?
    Create Kanban-style pipelines with name and color. Novalya auto-creates 3 customizable stages. Complete guide with effective examples.Featured
  • How to add, rename, reorganize or delete stages in a pipeline?
    Customize pipeline stages: add, rename, reorganize by drag-and-drop or delete. Recommended 3-6 stages per pipeline for efficiency.Featured
  • How to add a contact to a pipeline (manually)?
    Add contacts manually from profile or Messenger/DM. Contacts can be in multiple pipelines. Three methods including automatic campaign addition.Featured
  • What happens if I delete a pipeline?
    Deleting pipeline removes it from CRM. Contacts deleted only if not in other pipelines. Action is irreversible. Complete impact guide.Featured

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