The practical answer
TeleBoost gives every lead one of seven clear statuses: New, Contacted, Replied, Qualified, Customer, Not interested, or Do not contact. Use them to show what actually happened and what your team should do next. You can change a status directly from the Lead CRM, and anyone marked Do not contact is excluded from future DM campaigns.
A CRM becomes useless when every teammate interprets statuses differently. The fix is not a complex sales methodology. It is a short definition for each label and the discipline to update it after a meaningful event.
This guide uses the statuses that really exist in TeleBoost. There is no imaginary tracker to maintain and no technical workflow to design.
What to do
01What each TeleBoost status means.
02When a lead should move to the next status.
03How Do not contact protects future campaigns.
04A weekly routine that takes a few minutes.
Use the seven statuses consistently
| TeleBoost status | Use it when | Next step |
|---|---|---|
| New | The contact has been added but no outreach has happened | Review fit or add to the right list |
| Contacted | A first message has been sent | Watch the inbox and avoid duplicate outreach |
| Replied | The person has answered | Read the conversation and respond with context |
| Qualified | The reply confirms a real fit or opportunity | Agree on a concrete next action |
| Customer | The person has converted | Move from acquisition to relationship management |
| Not interested | The person declined without asking for no further contact | Close the opportunity respectfully |
| Do not contact | The person opted out or must not receive outreach | Leave them excluded from DM campaigns |
Do not confuse Not interested and Do not contact
That last point matters. A fresh list is not fresh consent. Your CRM history should take priority over a new source list.
- Use Not interested when the current offer is not a fit.
- Use Do not contact when the person asks not to receive future outreach or your team decides they must be excluded.
- TeleBoost excludes Do not contact leads when a DM campaign audience is built.
- Never change that status simply because the same person appears in a newly scraped group.
Update the status where the work happens
Open the Lead CRM, filter the table to find the right contacts, then change the lifecycle status directly from the row. The goal is not to document every click. It is to make the current situation obvious to the next teammate.
When a reply needs more than a quick answer, create a ticket or reminder instead of inventing another lead status. Statuses describe the relationship. Tickets and reminders describe the work still to do.
A five-minute weekly cleanup
- Filter New leads and remove contacts that never matched your target.
- Check Contacted leads that have been waiting unusually long.
- Open Replied leads and make sure every useful conversation has a next action.
- Review Qualified leads that have not progressed.
- Confirm opt-outs are marked Do not contact.
Keep agency clients separate
If you manage several clients, create a separate TeleBoost team workspace for each one. Leads, lists, campaigns, replies and tickets stay in the active workspace, so one client's pipeline does not get mixed with another's.
Simple test: open any lead and ask whether a teammate can understand the relationship in ten seconds. If not, update the status and add the missing next action as a reminder or ticket.
How we checked this guide
This guide is based on the lifecycle statuses currently available in TeleBoost and on the platform's DM campaign exclusion for Do not contact records.
Keep every reply moving
The best pipeline is the one your team actually understands. Seven clear statuses are enough when they reflect reality and every important reply gets a next action.
Start by cleaning up one active list. The difference in follow-up quality is immediate.
Keep statuses close to the conversation: TeleBoost lead management connects lists, campaign contact, replies, reminders, and tickets.
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