The lead detail page - Caard

Open any lead from the list to see its detail page. It has two tabs — About and Activity — plus a sidebar of key facts and actions.

About tab

Lead information — name, email, phone, company, job title, location, and links
Company — industry, size, headquarters, founding year, and funding, filled in by enrichment
ICP — fit score with a breakdown by dimension; see ICP scoring
Notes — add timestamped notes; edit or delete your own
Custom fields — extra fields defined by your workspace
Business card — the photo, if the lead was captured by card scan

Activity tab

A timeline of everything that happened to the lead: capture, stage changes, tags, notes, emails, meetings, assignment changes, enrichment runs, and CRM syncs. The sidebar shows the lead’s stage, source, deal value, close date, ICP score, owner, capture date, and tags — most are editable in place.

Actions

Action	What it does
Email lead	Opens the composer with the lead’s address filled in — see Email outreach
Add tag	Tag the lead for filtering
Reassign	Change the lead’s owner
Sync to CRM	Push the lead to your connected CRM
Enrich with FLOW	Run enrichment on demand
Book meeting	Opens your meeting scheduler, if configured
Mark as Won	Records the deal amount and close date
Mark as Lost	Records a lost reason (no budget, lost to competitor, not qualified, no response, other)
Export / Delete	Download the lead, or remove it permanently

Stages

Leads move through a pipeline: New → Contacted → Qualified → Demo → Proposal → Negotiation → Closed — Won / Closed — Lost. Update the stage from the sidebar as the conversation progresses; stage history feeds your analytics.