Create your first digital card
Create your first digital card in Lead2Team by following these steps. A digital card holds the contact details and links of each member of your team.
鈿狅笍 Important: Turn on Team Manager before creating cards (recommended). Without it you will not have access to many features.
Before you start
You need:
- An active Lead2Team account
- Team Manager turned on (recommended)
- Profile data: first name, surname, job title, email, phone and profile photo (the last two are optional)
How to create a card
- Go to Cards in the side menu
- Click + Create new card
- Fill in the form (name and email are required)
- Click Save
Preview the card
Click Preview to see how the card will look when you share it. Check that the information is right on both mobile and desktop.
Next steps
With the card created, you can now:
- Add connectors (links, buttons, social networks)
- Assign a custom design
- Share it by link, QR or email
- Duplicate it to create more cards
- Use it as the basis for a team Template
馃挕 Tip: Fill in every field available. If you use Templates later on, this data is inserted automatically through tags such as {{email}}, {{telefono}} and {{linkedin}}.