Using Folders

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

You can determine if a folder should be Private (No Team Visibility) to you, Visible to your team, Visible to Multiple Teams, 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.

• Setting a folder to "Visible to Sales Only" allows all Sales team members to access the folder. This setting is also reflected in the sharing modal.

• Adding a team (e.g., Customer Success) in the sharing modal updates the visibility to "Visible to Multiple Teams."

• If an individual call is set to private but is inside a shared folder, it will still be visible to all teams with access to that folder.

Visibility Options on Folder Page Only

• The updated dropdown is currently available only on the folder page (not yet on the call page).

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!