KB Category: general
Interaction history
Lead2Team records interactions with your cards: visits, clicks on connectors and completed forms. Types of interactions Interaction Description Utility Card view Someone opened the card and...
Export contacts
Download the contacts collected by your cards in Excel to import them into your CRM. How to export Automation If you prefer to do it automatically, you can activate the...
Onboarding email does not arrive
If a team member does not receive the onboarding email, follow this diagnostic checklist. Checklist Quick solutions Problem Solution Solution Email in the onboarding folder...
Examples: Management vs. Commercial Staff
Two complete templates to replicate or adapt to your company. Management Template For CEOs, directors and C-level. Few connectors, focused on executive networking. Order Connector...
Examples of use cases
Real examples for different types of organizations. Case 1: Boutique consulting firm (5 people) Configuration: Individual connectors (each partner has a different profile) Partner Connectors Ana (Strategy)...
Mass card editing
Modify multiple card fields directly in Excel View, just like in a spreadsheet. ⚠️ **Important:** You need Team Manager enabled. How to edit massively...
Duplicate profile to create cards quickly
Clone an existing card with all its connectors and modify only the personal data of the new member. When to use duplication How to duplicate ⚠️ **Important:** The...
When to use Templates (Equipment Connectors)
Templates create a reusable connector structure that applies to multiple cards. When you update the Template, the change is reflected in all of the...
When to use individual connectors
Individual Connectors are configured on a card-by-card basis. Modifying one does not affect other cards. When to use them Situation Individual connectors Each person has connectors completely...
