---
title: Frequently Asked Questions
description: Answers to your questions about Lead2Team: digital and NFC cards, email signatures, reviews, QR codes and more. Talk to our team if you need help.
url: https://lead2team.com/en/frequent-questions
locale: en
type: PAGE
updated: 2026-09-22
---

# Frequently Asked Questions

> Answers to your questions about Lead2Team: digital and NFC cards, email signatures, reviews, QR codes and more. Talk to our team if you need help.

## Frequently Asked Questions

Everything you need to know about Lead2Team and each of its products. Can't find your answer? Talk to our team.

## About Lead2Team

### What is Lead2Team and what kind of company is it designed for?

Lead2Team is a platform for managing corporate digital cards for teams and companies. It is designed for organizations that need to manage their employees' contact identity centrally — from 1 to thousands of people.

### What digital card formats does the platform include?

Lead2Team includes a digital card with vCard, Wallet Pass, physical NFC card, QR codes, email signature with QR code, Reviews Card, a contact Assistant to integrate into your website, and custom-built location directories by postal code.

### Can I manage my whole team's cards from a single dashboard?

Yes. From the admin dashboard you can create, edit, distribute, and update the whole team's cards. Any change is applied instantly across all cards.

### How are the cards distributed to employees?

From the dashboard you send an onboarding email to the whole team in one click. Each person receives their card with instructions and video tutorials to set it up in minutes, with no technical support needed.

### Can Lead2Team connect with our CRM, ERP or HRIS?

Yes. Lead2Team has API integration with the main management systems — CRM, ERP and HRIS. Data syncs automatically, with no manual work.

### Can I create different designs for each brand or department?

Yes. You can create several design templates and assign the right one to each person or group. Ideal for multi-brand companies or those with different business areas.

### Which languages is the platform available in?

The management portal is available in Spanish, English and Portuguese. Digital cards can be set up in any language on request.

### What support do you offer to companies?

We offer email support Monday to Friday. For Enterprise plans, onboarding is assisted by our team — including initial setup and a dedicated account manager with email and phone support.

### Is the platform GDPR compliant?

Yes. Lead2Team complies with the General Data Protection Regulation. Data is encrypted, the infrastructure is in the EU and the cards include built-in consent management.

### Is there a lock-in period or can I cancel whenever I want?

There's no lock-in period. You can cancel your subscription before your plan renews.

### What sets Lead2Team apart from other digital card platforms?

Lead2Team isn't just a card: it's a platform to manage a whole team's contact identity from a central panel —digital cards, NFC, wallet, email signatures and lead capture— with brand control, permissions and CRM integrations. It's built for companies with teams, not for a single user.

### How much does Lead2Team cost?

Lead2Team works on a subscription, with a 7-day no-commitment trial and plans that scale from small teams to thousands of employees. The price depends on the number of cards and the modules you need; for a tailored proposal, talk to sales.

### Is Lead2Team for individual use or for companies with teams?

Lead2Team is built for companies and sales teams: its value lies in creating, managing and measuring the digital cards, email signatures and leads of the whole workforce from a central panel, with brand control, permissions and integrations. It also works for individual professionals, but where it truly makes a difference is when there's a team behind it.

## Digital card

### What is a digital card and how does it work?

It is your digital contact profile — with your name, job title, contact details, and the links you choose. You can share it via QR code, NFC, Wallet, or link. Whoever receives it can save your details to their contacts, with no apps or installations needed.

### What information can I include on my digital card?

Name, job title, photo, phone, email, social networks, website, WhatsApp, PDF catalogs, videos, meeting scheduler, and much more. You can add or remove connectors whenever you need to.

### How do I share my digital card?

You have several options: show the QR code for others to scan, send the link by WhatsApp, email, or LinkedIn, hold your NFC card near the other person's phone, or show your Wallet from your phone. You can also add it to your email signature.

### Does the other person need an app to receive my details?

No. Anyone with a smartphone can open your card and save your details straight to their contacts.

### Can I collect the other person's contact details?

Yes. Your card includes a built-in form where the contact can leave you their details. You can also take photos of physical cards and the OCR reader will extract the data in seconds.

### What happens if I change my job title or phone number?

You update your details from the dashboard and the change is reflected on your card instantly. No reprinting, no downloading it again.

### Can I measure who has viewed or interacted with my card?

Yes. From the dashboard you have access to metrics on visits, clicks per connector and leads generated by date and time. If you manage a team, you can see each person's activity.

### How do I know when a customer has left their details on my card?

You receive an automatic email notification every time a contact fills in your card's form, so you can respond and follow up commercially right away.

### Does the digital card connect with my CRM?

Yes. The contacts who receive your details or who leave theirs can go straight to your CRM, with no manual work.

### Can I manage all my team's cards from a single platform?

Yes. From the admin dashboard you can create, edit and distribute the whole team's cards. Any change to details or design is applied instantly across all cards, without relying on each person doing it themselves.

### How do I set up many employees at once?

Import your team's data from an Excel or CSV file and the cards are created automatically in minutes. You can also connect Lead2Team with your HRIS or ERP so that additions and removals sync automatically.

### Can I grant permissions and control what each employee can edit on their card?

Yes. From the dashboard you define which people have editing permissions and which fields can be modified — for example name, job title, phone number. This way you give your team autonomy without losing control.

### What happens to an employee's card when they leave the company?

From the dashboard you can deactivate their card in seconds. From that moment, the link stops showing their profile and automatically redirects to the company website. No broken links, no outdated information circulating.

### Are digital business cards safe?

Yes. Your card only shows the details you choose to publish, and the other person doesn't need to install anything or hand over their data to view it. In Lead2Team the panel is access-protected, the platform is GDPR-compliant and you can update or remove information at any time.

### How much does a digital business card cost?

It depends on the platform and whether it's for one person or a whole team. Lead2Team works on a subscription, with a 7-day no-commitment trial and plans that scale from a handful of cards to thousands. For a quote tailored to your team, talk to sales.

### Which is the best digital business card?

There's no single "best" one: it depends on your case. For individual use the basics are enough; for a company with a team, what matters is centralised management, brand control, CRM integrations and contact measurement. Lead2Team is built precisely for that corporate use at scale.

### Do digital cards work without an internet connection?

The card opens in the browser, so it needs a connection to display. But if you save it to Apple Wallet or Google Wallet you can show your QR code offline, and the other person reaches your full profile as soon as they have internet.

### Are digital business cards for freelancers or for companies?

They work for both, but management changes a lot. An individual needs a single card; a company needs to create, update and measure dozens or thousands of cards with a consistent brand image. Lead2Team is built for that corporate case —a central panel for the whole team— whereas tools aimed at the individual user fall short at scale.

## NFC card

### What is an NFC card and how does it work?

It is a physical card with a built-in NFC chip. When you hold it near someone else's phone, your digital card opens instantly — no apps, no scanning, no typing details by hand.

### Is it compatible with all phones?

Compatible with iPhone 7 and later and most modern Android phones. On top of that, each card has a backup QR code on the back — if the phone doesn't have NFC, the QR code does exactly the same thing.

### What information does the NFC card share?

The NFC card is linked to your Lead2Team digital profile. It shares everything you've set up on your card — contact details, connectors, catalog, videos, contact form and more.

### Can I change which profile the NFC card points to?

Yes. From the dashboard you can reassign the NFC card to another profile whenever you want — if someone changes role or leaves the company. The physical card is reused at no extra cost.

### Is the NFC card reusable?

Yes. NFC cards are encoded so you can manage them within the admin portal. You can reassign one to another person from the dashboard in seconds, without ordering a new card.

### Can I customize the design of the physical card?

Yes. The cards are printed with your logo, corporate colors and a custom design. Premium matte finish and high durability.

### How long does the order take to arrive?

Production within 48 hours of design approval (except large volumes, please ask). Delivery in 3–5 business days for Spain, Portugal and the rest of Europe. International shipping: minimum order required.

### Can I manage the NFC cards for my whole team from the platform?

Yes. From the dashboard you can register, assign and reassign all of your company's NFC cards. Each card is linked to a profile and you can manage them all from a single place.

### What happens if I lose an NFC card?

If you lose an NFC card, you deactivate it from the dashboard in seconds. No one will be able to access your profile with it.

### What can I program onto the NFC card?

You can choose what the card opens when held near a phone: your full digital card, your vCard for direct contact download, your reviews card or any URL you need. And you can change it from the dashboard whenever you want, without touching the physical card.

### Are NFC cards safe?

Yes. A contact NFC card only holds a link to your public profile: it stores no sensitive data and can't read information from your phone. It only works at very close range (a few centimetres) and you always decide what details your card shows.

### Do I need an app to read an NFC card?

No. iPhones and most modern Android phones read NFC cards natively: just hold the card near the phone and a notification with your profile appears, with nothing to install.

### How long does an NFC card last?

The NFC chip has no battery and lasts for years of use (tens of thousands of taps). And because the Lead2Team card is dynamic, even if you change role or details you don't need a new card: you update the profile and the same card keeps working.

### Which is better, an NFC card or a QR code?

They don't compete: they're two ways to open the same digital card. NFC is handier in person (just hold the phone close) and a QR reaches anyone with a camera, even at a distance or in print. With Lead2Team you get both on the same card and choose to suit the moment.

## Team card

### What is the Lead2Team Team Card?

It is a digital directory with the contact cards of everyone in your company — or of a specific team — accessible from a single link. It works like the "Meet the team" page on your website, but with each person's real digital card so you can get in touch directly.

### How does it work?

The visitor opens the link and sees the list of team members. They can browse through profiles and contact whoever they need directly — by WhatsApp, email, phone, or any channel each person has set up on their card.

### What is it typically used for?

Companies use it as a team page on their website, as an internal directory so customers can find the right person, or as a shared link in sales communications.

### Is the directory data updated automatically?

Yes. Each card in the directory is linked to the employee's digital profile. Any change to their details is reflected instantly, with nothing to update manually.

### Can it be integrated into the company website?

Yes. The directory has its own URL that you can link from your website or embed directly as an item or button in your site's main menu.

## HTML embed card

### What is the Lead2Team HTML Embed Card?

It is a snippet of code that lets you embed a sales rep's or advisor's contact card directly inside any web page — next to the details or image of a product or service. Instead of an impersonal form, the visitor sees the real person they can contact.

### How is it different from the Web Assistant?

The Web Assistant is a floating widget that shows a whole team or group of advisors. The HTML Embed Card embeds a specific person's profile within the page content — ideal for linking a sales rep to a particular product.

### What kind of company is it designed for?

It's especially useful in automotive, real estate and personalized services — sectors where the customer wants to know who will be helping them before getting in touch. It humanizes the website and builds more trust than a generic form.

### What information does the embedded card show?

It shows the sales rep's details — photo, name, job title — and the contact channels they've set up on their digital card: WhatsApp, email, phone, Calendly and more. The visitor chooses how to get in touch directly from the page.

### Is it hard to integrate into my website?

No. You add an HTML code snippet to the page where you want the card to appear.

### Does the card update automatically if the sales rep changes their details?

Yes. The embedded card is linked to the employee's digital profile in Lead2Team. Any change to their details is reflected automatically on the website, without touching the code.

### Can I embed different cards on different pages?

Yes. You can show the card of the sales rep or advisor that matches each product, service or geographic area — each page with the right person.

## Wallet

### What is the Lead2Team Wallet Pass?

It is your digital contact card saved in the Wallet app on your phone — just like a loyalty card or a boarding pass. You open it, show the QR code, and the other person scans your details instantly.

### Is it compatible with iPhone and Android?

Yes. It works with Apple Wallet on iPhone and Google Wallet on Android. It downloads straight into the phone's native app, with nothing else to install.

### How do I download the Wallet Pass?

From your Lead2Team profile you generate the Wallet file and download it to your phone. On iPhone it is added automatically to Apple Wallet. On Android, to Google Wallet.

### Does it work without an internet connection?

Yes. The pass is stored on your phone, so you can show the QR code even without signal. The phone of whoever scans it does need a connection to open your profile.

### Does the Wallet update if I change my details?

The Wallet QR code is linked to your digital card, so it always points to your up-to-date profile. If you change details in your profile, anyone who scans the QR code will see the latest version — with no need to download the pass again.

### Can I distribute the Wallet to my whole team?

Yes. From the admin dashboard you can generate and send each employee's Wallet by email, with download instructions included.

### Can I customize the Wallet design with my branding?

Yes. You can customize the Wallet's colors and logo so it reflects your company's corporate identity. The result is a pass with your brand image, not a generic design.

### Can I create different Wallet designs for each brand or department?

Yes. If your company has several brands, subsidiaries or business areas, you can create a separate Wallet template for each one and assign it to each person as appropriate. All from the same dashboard.

### Which Wallet elements can be customized?

You can customize the background color, the logo and the text fields shown on the pass. The Wallet design follows the Apple and Google standard, so the layout of the elements is predefined natively.

## Email signature

### What is the Lead2Team email signature with QR code?

It is a corporate email signature that includes your professional details and a QR code linked to your digital card. When they scan it, the recipient goes straight to your up-to-date profile or your meeting scheduler.

### Does it work in Gmail, Outlook, and Apple Mail?

Yes. The signatures are responsive and optimized for Gmail, Outlook, and Apple Mail, on desktop and mobile. No broken images or distorted signatures.

### Can I manage and standardize my whole team's signatures from a single dashboard?

Yes. From the dashboard you create, standardize and distribute your entire workforce's signatures in minutes. Every email that leaves the company is 100% on brand.

### How is the signature distributed to employees?

In one click from the dashboard you send it to the whole team. Each employee receives their signature with step-by-step instructions to set it up in minutes, with no technical support needed.

### How does each employee install their signature?

They receive an email with their signature ready to copy and paste into their email client. No technical setup, no IT support. It's up and running in two minutes.

### How many signature templates are available?

More than 15 ready-to-use templates, previewed with each person's real details before you activate one.

### Can I create different designs for each department or brand?

Yes. You can create several templates and assign the right one to each person or group. Ideal for multi-brand companies or those with different business areas.

### How does the AI editor work?

Tell it in natural language what you need — "change the button to corporate blue" or "add a button for reviews" — and the AI applies it instantly without breaking the design.

### Does the signature QR code update on its own?

Yes. The QR code is dynamically linked to the employee's digital card. If the details change, the QR code always points to the updated version — with no need to reinstall the signature.

### Can promotional or campaign banners be added?

Yes. It includes an updatable banner to promote events, offers or content.

### Can I change the banner without the team having to reinstall the signature?

Yes. You change it once from the dashboard and the next email anyone on the team sends already carries the new banner, without anyone having to do anything.

### Can I measure the impact of the signatures?

Yes. The dashboard offers click and scan analytics — how many people access the card or interact with the buttons — with the option to export the leads to your CRM.

### Is the signature GDPR compliant?

Yes. You can add the legal notice and privacy policy directly in the template, so they appear in all of the team's emails automatically.

## Web Assistant

### What is the Lead2Team Web Assistant?

It is a widget that integrates into your website and shows your company's advisors or sales reps directly on the page. Instead of a generic chatbot or a static form, it gives your website a human face and makes direct contact easy by WhatsApp, call, or appointment booking.

### What kind of company is it designed for?

It is ideal for sectors where the customer needs guidance in their buying decision — automotive, insurance, real estate, personalized services. Any company that wants to connect a website visitor with the right person, at the right moment.

### How does it help route website leads?

Instead of the lead landing in a generic inbox, the visitor chooses directly who they want to talk to, or is routed to the right advisor based on the product, area, or department. The contact reaches the right person from the very first moment.

### Can I show different teams or advisors depending on the page?

Yes. You can set which people or teams appear on each page of the website.

### Can I add filters so the visitor finds the right advisor?

Yes. You can add filters by location, specialty, product or department so the visitor easily finds the person they want to contact. From the dashboard you organize your team into groups, geographic areas or business areas and decide how they're shown in each section of the website.

### Which contact channels are available?

The ones each advisor has set up on their digital card — WhatsApp, email, phone, Calendly, LinkedIn and more. The visitor chooses their preferred channel to contact that person directly.

### Does the Web Assistant work like a chatbot?

No. It is not a bot or a conversational AI. It is direct contact with real people from your team.

### How is it installed on our website?

Integration is immediate by inserting a small snippet of code (script) into your site's HTML, or through common tools such as Google Tag Manager, WordPress or Shopify. No custom development required.

### Can I customize the widget's design and colors?

Yes. You can adapt the corporate colors, the typography, the button's position on the screen, the welcome text and the call to action (CTA) so it fits your website's visual identity perfectly.

### Can I manage advisor availability?

Yes. You can set up Sleep Mode by defining the company's service hours — outside those hours, advisors appear as unavailable. You can also disable instant-response channels such as WhatsApp outside working hours. And you can temporarily disconnect advisors during holiday periods.

### What analytics and metrics does the Web Assistant offer?

The dashboard records all interactions generated from the website: number of clicks on the widget, most selected channels, most contacted advisors and volume of leads obtained.

### Are the leads captured from the website synced with our CRM?

Yes. Every contact or lead started through the Web Assistant is recorded in the dashboard and can be sent automatically to your CRM, so you don't lose traceability or sales response times.

## Advisor Finder

### What is the Lead2Team advisor finder or locator?

It is a custom-built tool that integrates into your website so visitors can easily find the sales rep, advisor, or office closest to their location and go straight to their digital contact card.

### Is it a standard portal product or a custom development?

It is a custom development. It is not included in the standard Lead2Team portal — it is designed and implemented specifically for each company based on its structure, business model, and needs. If you are interested, get in touch with our team to assess your case.

### What kind of companies is it designed for?

For organizations with decentralized structures and many physical locations: franchise networks, retail chains, dealership networks, real estate agencies or insurers with agents spread across different geographic areas.

### How does it work for the website visitor?

The visitor comes to your website, enters their location (such as their postal code or city) in the advisor finder, and the system instantly shows them the profile of the nearest professional or location assigned to that area, with all their active contact channels.

### What information does the user see when they find their advisor?

They access the professional's full digital card: photo, job title, phone, WhatsApp, appointment booking, catalogs, videos and any other connector set up from the dashboard.

### Can I measure which advisors or areas receive the most searches?

Yes. The dashboard provides interaction analytics — profile visits and clicks on contact channels — by advisor, office or geographic area.

### Can the leads generated be exported to the CRM?

Yes. The contacts captured through the advisor finder can be integrated automatically with your CRM — Salesforce, HubSpot and more.

## Review collector

### What is the Lead2Team reviews card?

It is a feature (Review Mode) that turns each professional's digital card into a tool for gathering reviews. You can share it via QR code, NFC, or direct link. The customer rates their experience from 1 to 5 stars directly on their phone — no apps, no complicated steps.

### Does the customer need to install an app to leave a review?

No. They just scan the QR code, tap the NFC card, or open the link in their browser and rate in seconds, with no friction.

### Why request reviews through each individual team member?

Reviews that come in through a specific professional build more trust and convert at a higher rate. The customer values the person they dealt with — not the company in a generic way — which makes the experience more personal and raises the likelihood of them leaving a review.

### How does the ratings filter work?

If the rating is positive, the customer is taken straight to the public profile — Google, Trustpilot or Tripadvisor — to post their review. If it's negative, they first see a form to leave internal feedback and, at the bottom, a button to go to the public profile if they wish. We comply with current regulations: every customer has access to the public profile, regardless of their rating.

### Which platforms can reviews be published on?

Google, Trustpilot and Tripadvisor. You can enable one or several, depending on the ones your company uses.

### How does the team share the reviews card?

From the digital card, by enabling Review Mode — the QR code updates and the customer scans it to reach the rating page. You can also send the link by WhatsApp or email.

### Can each employee have their own reviews link?

Yes. You can set up a personalized link for each person or use a shared one for the whole company. You decide, based on how you want to manage your ratings.

### What happens if I change my Google Business profile or listing?

You just update the destination link from the dashboard. The change is applied automatically across all of the team's cards, QR codes and NFC — with no need to reprint or reconfigure anything.

### Can I use an NFC card exclusively for reviews?

Yes. You can set up an NFC card to open the reviews page directly when held near the customer's phone. Ideal for counters, field sales reps or customer service staff. You can also order them customized with your logo and corporate image.

### Can I see the ratings history and measure performance by employee?

Yes. From the dashboard you have the full history — date, star rating, whether it was published or kept as internal feedback — and statistics by professional, team or location. This lets you identify which actions work best and recognize your best review collectors.

## QR generator

### What is the Lead2Team QR code generator?

It is a tool for creating QR codes linked to each employee's digital card. They are designed to be printed and used in physical spaces — trade show stands, leaflets, posters, the front desk, or any in-person point of contact.

### What happens when someone scans the QR code?

The employee's digital card opens straight away — with their contact details, connectors, and resources. From there, the person can save the contact, message, call, or book a meeting.

### Is the QR code dynamic?

The QR code's URL always stays the same, but the content it points to updates automatically. If an employee changes role, phone number or any other detail, whoever scans the QR code always sees the most up-to-date information — with nothing to reprint.

### What formats can I download the QR code in?

You can download it in high-resolution SVG and PDF for printing. They're perfect to send straight to print and to add to physical cards, event badges, trade-show stands, brochures or point-of-sale posters.

### Does the QR code work offline?

The QR code needs the scanner's phone to have a connection in order to open the digital card. The QR code itself requires nothing — it's printed and always available.

### Can I customize the QR code design with my company's branding?

Yes. You can customize the corporate colors and the QR code frame.

### What metrics can I measure for each QR code?

When you create a QR code you can add a tracking tag to it. From the dashboard you have access to real-time metrics: contacts generated through each QR code, the channels customers use most, and a performance ranking by code.

### Can the contacts collected through the QR code be connected to my CRM?

Yes. All leads and interactions captured through the QR code are recorded in the dashboard and can be exported or synced directly with your usual CRM.

### Do QR codes expire?

A QR code itself doesn't expire. What can stop working is its destination: that's why Lead2Team uses dynamic QR codes, which point to a link you control and can change whenever you want without reprinting the code.

### What's the difference between a dynamic and a static QR code?

A static QR has the information baked in, so it can't be changed or measured. A dynamic QR points to an editable link: you can change the destination, brand it and measure every scan without generating a new code. Lead2Team cards use dynamic QR codes.

### Which is better, an NFC card or a QR code?

They don't compete: they're two ways to open the same digital card. NFC is handier in person (just hold the phone close) and a QR reaches anyone with a camera, even at a distance or in print. With Lead2Team you get both on the same card and choose to suit the moment.
