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New Excel View in Lead2Team: manage your Digital Cards with more agility

New Excel View in Lead2Team: manage your Digital Cards with more agility

By Sergi · 2 min read

New Excel-like view and shortcuts in Lead2Team. More intuitive and efficient management for marketing and management teams.

At Lead2Team, we have redesigned the user experience so you can work with more agility and clarity. We have added key improvements designed for those who lead teams, make decisions and need tools that deliver real value: procurement managers, marketing directors and CEOs. With this update, managing your Digital Cards will be more intuitive, efficient and aligned with your company's goals.

New Excel Experience: Fast, Efficient Management

We know that many teams are used to working in spreadsheets. That is why we have added an Excel-like view that lets you view, edit and organize digital cards more quickly and naturally. The learning curve is minimal, and efficiency is maximal.

Naming changes: clearer and more useful

We know that words matter. That is why we have updated the naming of some key tools so they better reflect their function and are easier to use day to day:

  • “Leads” are now “Contacts”: clearer management of business relationships.
  • “Profiles” are now called “Cards”: each contact represented in a simple, visual way.
  • “Mass Connectors” are now “Team Connectors”: actions designed to scale across your organization.

These changes do not affect functionality, but they do improve understanding and navigation within the platform. Less ambiguity, more productivity.

Shortcuts

The new navigation design includes customizable shortcuts, so you can reach the most-used features in seconds. Your most frequent tasks will be just one click away.

More intuitive Digital Card management

The digital card management tool for companies is now more visual, organized and simple to use. Thanks to the changes in design and usability, you will be able to manage your team's cards in bulk or individually with greater clarity and control.

Lead2Team Excel view, agile Digital Card creation

What benefits will you get from this update?

  • Operational time savings
  • Better adoption by teams
  • Fewer management errors
  • Greater visibility and control of digital resources

Built for decision-makers

This update is designed especially for strategic profiles within the company. If you are a procurement manager, marketing director or CEO, this new experience will let you make decisions faster, with the right information at the right time.

Put it into practice with your team

Create your team's digital cards and share them in seconds, with full brand control.

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OUR IMPACT

Millions of connections every month

Active companiesTrust Lead2Team
Active usersAcross Europe