Simple View vs Excel View
Lead2Team has two ways of viewing and managing cards: Simple View and Excel View.
⚠️ Important: Excel View is only available with Team Manager enabled.
Quick comparison
| Feature | Simple View | Excel View |
|---|---|---|
| Format | Individual cards | Spreadsheet-style table |
| Best for | Reviewing 1-5 cards | Managing 10+ cards |
| Bulk editing | ❌ | ✅ |
| Copy/paste from Excel | ❌ | ✅ |
| Advanced filters | ❌ | ✅ |
| Requires Team Manager | ❌ | ✅ |
When to use each one
Simple View:
- To review individual cards in detail
- When you have few cards (fewer than 5)
- To see every connector on a card
Excel View:
- To manage large teams
- To edit several fields at once
- To import or copy data from Excel
- To filter and sort cards
How to switch between views
- Go to Cards in the side menu
- At the top, click Simple View or Excel View
💡 Tip: If you work with more than 5 cards, use Excel View. You will save time on edits and searches.