How do I get a Caard account?
How do I get a Caard account?
Caard is invitation-only. A workspace admin invites you by email — there’s no public sign-up. See Joining your workspace.
Why hasn't my lead synced yet?
Why hasn't my lead synced yet?
You were probably offline when you captured it. Offline leads save to your device and sync automatically when your connection returns — a banner shows how many are pending. If one fails, retry it from the pending list. See Offline capture.
Does Caard send emails for me?
Does Caard send emails for me?
No. Caard drafts the email, then you either copy it to your clipboard or open it in your mail app — and send it yourself, from your own address. See Email outreach.
What's the difference between Private, Shared, and Workspace leads?
What's the difference between Private, Shared, and Workspace leads?
A lead has been stuck on “Enriching” — what do I do?
A lead has been stuck on “Enriching” — what do I do?
Large batches can take a few minutes. Stuck leads are picked up and completed automatically, so no action is needed. You can also re-run Enrich with FLOW from the lead’s detail page.
Why can't I see a page or feature my teammate has?
Why can't I see a page or feature my teammate has?
Your role (admin, sub-admin, or member) controls what you can access. Workspace admins configure this — ask your admin if you need access to something.
How do I change my email address?
How do I change my email address?
Email addresses can’t be changed in Settings. Contact support and they’ll update it for you.
My ICP scores look outdated — how do I refresh them?
My ICP scores look outdated — how do I refresh them?
Scores go stale when an ICP profile changes. Use the Rescore banner (or button) at Leads → ICP to rescore all leads. See ICP profiles and scoring.
Which CRMs does Caard sync with?
Which CRMs does Caard sync with?
HubSpot, Salesforce, Zoho, and Attio. Admins connect them under Integrations; you can then sync leads individually, in bulk, or automatically.