> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caard.net/llms.txt
> Use this file to discover all available pages before exploring further.

# The lead detail page

> Everything Caard knows about a lead, in one place.

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](/leads/enrichment)
* **ICP** — fit score with a breakdown by dimension; see [ICP scoring](/leads/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.

## Sidebar

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](/leads/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](/events/event-analytics).