New Excel View in Lead2Team: manage your Digital Cards with more agility

At Lead2TeamWe've redesigned the user experience so you can work with more agility and clarity. We incorporated key improvements designed for those who lead teams, make decisions and need tools that really contribute: purchasing managers, marketing managers and CEOs. With this update, the management of your Digital Cards will be more intuitive, efficient and aligned with your company's objectives.

New Excel Experience: Fast and Efficient Management

We know that many teams are used to working in spreadsheets. That's why we incorporated a Excel-like viewwhich allows you to viewing, editing and organizing digital cards faster and more naturally. The learning curve is minimal and efficiency is maximized.

Nomenclature changes: more clear, more useful

We know that words matter. That's why we've updated the nomenclature of some key tools to better reflect their function and make them easier to use on a day-to-day basis:

  • "Leads" are now "Contacts".Clearer management of commercial relations.
  • "Profiles" are now called "Cards".Each contact is represented visually and in a simple way.
  • "Mass Connectors" are now "Team Connectors".: actions designed to scale in your organization.

These changes do not affect functionality, but do improve comprehension and navigation within the platform. Less ambiguity, more productivity.

New menu nomenclature: Leads is now Contacts, Profile is Cards and Mass Connectors is Team Connectors.

Shortcuts

The new navigation design includes customizable shortcutsso that you can reach the most frequently used functions in a matter of seconds. Your most frequently used tasks will be just a click away.

More intuitive Digital Card Management

The Digital Card management tool for companies is now more visual, neat and easy to use. Thanks to the changes in design and usability, you will be able to manage equipment cards in bulk or individually with greater clarity and control.

Lead2Team Vista Excel, Agile Digital Card Creation

What benefits will you get with this upgrade?

  • Operational time savings
  • Better adoption by teams
  • Reduction of management errors
  • Greater visibility and control of digital resources

Designed for decision makers

This update is specially designed for strategic profiles within the company. If you are purchasing manager, marketing manager o CEOthis new experience will allow you to make decisions more quickly, with the right information and at the right time.