> ## 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.

# Managing leads

> Find, filter, and act on your leads.

The **Leads** page is your workspace's contact database. Everything you capture — by scan, import, or form — lands here.

## Find leads

* **Search** by name, email, or company.
* **Tabs** split the list into **All**, **Private**, and **Shared with me**.
* **Sort** by latest, oldest, name, ICP fit, or recently updated.

## Filter

Combine filters to slice the list:

| Filter      | Examples                                                                            |
| ----------- | ----------------------------------------------------------------------------------- |
| Source      | QR scan, CSV import, event, manual                                                  |
| Stage       | New, Contacted, Qualified, Demo, Proposal, Negotiation, Closed — Won, Closed — Lost |
| ICP fit     | Strong, good, moderate, weak, no fit                                                |
| Enrichment  | Not enriched, Enriching, Partial, Enriched                                          |
| Assigned to | A teammate, or unassigned                                                           |
| Tags        | Any tags in your workspace                                                          |
| Event       | Leads linked (or not linked) to an event                                            |
| Data        | Has email / has phone / has company                                                 |

## Bulk actions

Select multiple leads to act on them at once:

* Assign to a team member
* Add tags
* Sync to CRM
* Email (drafts copied to your clipboard)
* Edit custom fields
* Export as CSV
* Delete

## Visibility: who sees a lead

Each lead has a visibility level:

* **Private** — only you (the creator)
* **Shared** — visible to specific subteams
* **Workspace** — visible to everyone in the workspace

What you can see of other people's leads depends on your role and workspace settings — if a lead you expect is missing, ask your admin.

## Export

* **CSV** — **Leads → Export → CSV** lets you filter, pick columns, and download.
* **CRM** — **Leads → Export → CRM** syncs leads to your connected CRM (HubSpot, Salesforce, Zoho, or Attio) and shows a log of what synced, what's pending, and what failed.