How to Add a New Lead in Guestbook 2.0

Learn how to create and configure a new lead in Guestbook 2.0, including setting up client details, project scope, and opportunity probability.

July 28, 2026 By Dana Peck

This guide demonstrates how to add and configure a new lead in Guestbook 2.0. By completing this process, you will successfully capture a new client opportunity and organize it within your sales pipeline.

This workflow is designed for sales representatives and account managers. Use these steps whenever you need to log an initial call, prospect, or incoming project inquiry into the CRM.

To get started, open Guestbook 2.0 and navigate to your Pipeline.

Step #1: Click + New lead. — Click **+ New lead**.

Step #2: Double-click the Opportunity name field and type the name of your client. — Double-click the **Opportunity name** field and type the name of your client.

If the client already exists, selecting them from the dropdown will auto-populate their data. For this guide, we are creating a brand new client.

Step #3: Click Create "[Your Client Name]" from the dropdown menu. — Click **Create "[Your Client Name]"** from the dropdown menu.

Step #4: Enter the primary contact's name, email address, and phone number. — Enter the primary contact's name, email address, and phone number.

Step #6: Click Save opportunity. — Click **Save opportunity**.

With the core opportunity created, you now need to categorize the lead.

Step #9: Populate the lead's classification, scope, and origin data using the dropdowns provided. — Populate the lead's classification, scope, and origin data using the dropdowns provided.

Use the following form fields to structure your opportunity data:

Field	Description
Client type	The categorization of the business or prospect.
Project	The specific name or scope of the incoming project.
Product category	The overarching industry or product type (e.g., Food, Bar).
Potential tier	The business value tier of the opportunity (e.g., Tier 3).
Probability	The likelihood of successfully closing the deal (e.g., Medium).
Stage	The current status of the pipeline relationship (e.g., Initial call).
Lead source	Where the lead originated from (e.g., Search Engine, Google).
Quote / SKUs	Pre-existing quote numbers or SKU counts. Leave blank if unknown.

Step #17: Enter any relevant context or account flags in the Notes field. — Enter any relevant context or account flags in the **Notes** field.

Step #18: Click Save to finalize the lead. — Click **Save** to finalize the lead.

Your new lead is now active in the Pipeline view. Visual indicators will appear next to the entry—for example, a pawn icon indicates a Tier 3 lead, and a right-pointing arrow indicates a medium probability.

Q: What if I already have a quote or know the number of SKUs for a new lead?

A: You can enter the quote number or SKU count directly on the new lead form. If you do not have this information during the initial setup, simply leave those fields blank.

Q: How can I identify the tier of a lead directly from the pipeline view?

A: Visual indicators appear next to the lead in the table. For example, a pawn icon signifies a Tier 3 lead.

Q: What does the right-pointing arrow icon mean next to a lead?

A: The right-pointing arrow icon indicates that the lead currently has a medium probability of closing.

Term	Definition
Pipeline	A visual tracking system within the CRM used to manage and monitor the progress of prospective client opportunities.
SKU	Stock Keeping Unit, a scannable barcode or alphanumeric code used to track specific product variations.
Opportunity	A qualified prospect or lead that is being actively tracked toward a potential sale or project.

Field

Description

Client type

The categorization of the business or prospect.

Project

The specific name or scope of the incoming project.

Product category

The overarching industry or product type (e.g., Food, Bar).

Potential tier

The business value tier of the opportunity (e.g., Tier 3).

Probability

The likelihood of successfully closing the deal (e.g., Medium).

Stage

The current status of the pipeline relationship (e.g., Initial call).

Lead source

Where the lead originated from (e.g., Search Engine, Google).

Quote / SKUs

Pre-existing quote numbers or SKU counts. Leave blank if unknown.

Term

Definition

Pipeline

A visual tracking system within the CRM used to manage and monitor the progress of prospective client opportunities.

SKU

Stock Keeping Unit, a scannable barcode or alphanumeric code used to track specific product variations.

Opportunity

A qualified prospect or lead that is being actively tracked toward a potential sale or project.