Lead2Team has two ways to view and manage cards: Simple View and Excel View.
⚠️ **Important:** The Excel View is only available with Team Manager enabled.
Quick comparison
| Feature | Simple View | Excel View |
|---|---|---|
| Format | Individual cards | Spreadsheet-type table |
| Ideal for | Review 1-5 cards | Manage 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 (less than 5)
- To view all connectors 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 on Simple View o Excel View
💡 **Tip:** If you work with more than 5 cards, use Excel View. You will save time on edits and searches.
