Activate Team Manager
Team Manager is an included feature, at no extra cost, that switches on the advanced tools for managing teams.
鈿狅笍 Important: Activate Team Manager before you start. Without it you have no access to the Excel View or to Team Connectors.
What Team Manager unlocks
- Excel View in the Cards section: edit all the data in a spreadsheet-style table
- Team Connectors: build templates with shared information and assign them to the whole team
- Bulk upload of cards from a CSV file
- Custom fields for your company: landline, address and so on
- Dynamic variables in your team connectors
How to activate Team Manager
Option 1: Go to Cards and click the banner to activate Team Manager
Option 2: Go to Subscription (bottom of the menu) and activate it there
You don't need a credit card. Activation is immediate and costs nothing extra.
馃挕 Tip: Once it is on, start with the Excel View to see all your team's cards in a table.