# View Lead Summary

{% embed url="<https://youtu.be/0_eWPpI3lKM>" %}

{% hint style="success" %}
Certainly! If you wish to keep track of leads within a campaign, the '**View Leads**' option in the **Campaigns** section is the ideal tool for monitoring and managing the leads associated with that specific campaign.
{% endhint %}

## To view leads in a campaign, follow these steps:

***

1. Go to the '**Pipeline'** section from the sidebar.

<figure><img src="/files/rPA1hkz7b5rua0p7nGZp" alt=""><figcaption></figcaption></figure>

2. Choose the **specific type** of pipeline you want to **explore**.

<figure><img src="/files/t411wY49PfWNYZ3GVA56" alt=""><figcaption></figcaption></figure>

3. All the available campaigns within that **specific type** or **category** will be visible.

<figure><img src="/files/evyURs6RrgOa3pZcvP4E" alt=""><figcaption></figcaption></figure>

4. Select the specific campaign for which you want to view the '**Lead Summary**'.

<figure><img src="/files/jGHArD93kU280ifbzXVv" alt=""><figcaption></figcaption></figure>

5. Click on the '**View Leads**' option.

<figure><img src="/files/4cYDnW0Ni5aYBqquI4li" alt=""><figcaption></figcaption></figure>

6. This will provide you with a **detailed overview** of all the leads associated with the selected campaign, allowing you to keep **track** of their information and status.

<figure><img src="/files/Y5g0LF3PYbEfX6ixsdrP" alt=""><figcaption></figcaption></figure>

7. Once clicked on any of the lead, the **lead details** (about the lead) and **timeline** (call history) gets showcased.&#x20;

{% hint style="success" %}
**Note:** The **'Timeline'** inside a particular lead refers to a **chronological record** of all activities, interactions, and changes associated with that lead.&#x20;

It provides a **detailed overview** of the lead's journey, including when they were added to the system, any updates or modifications made to their profile or status, interactions with sales representatives, communication history, and any other relevant events.
{% endhint %}

<figure><img src="/files/8yVbnC310JHKtyGQZ8f9" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** You can customize the **Lead Summary** by using the flexible **'Filters'** option, tailoring the data to your preferences. Once filtered, you have the option to '**Download**' the report that aligns with your **specific requirements**.
{% endhint %}

<figure><img src="/files/LHve7p7HK4xoy8nxH7sR" alt=""><figcaption></figcaption></figure>


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