Using Folders

Edited

Users on Team Edition can easily organize calls by adding them to folders.

Adding Calls to Folders

  1. Click on a call in Fathom

  2. Under the call title, click Add to Folder

  3. Create a New Folder or select an existing folder to add the call to

Privacy Settings on Folders

You can determine if a folder should be Private to you, Visible to your team, or Visible to All Teams.

By default, folders are set to Private. To update this, navigate to the folder (see Locating Folders below) and find the drop-down in the upper right-hand corner.

Any changes made will take effect immediately.

Locating Folders

Once a Folder is created, it can be accessed on the right-hand side of the Team Calls page.

Folders have unique URLs, so they can also be bookmarked in your web browser!