How to Access the Deal View

The Deal View in our Team Edition plan provides a comprehensive overview of your deals, including key details like company name, deal amount, activity, stage, and close date. You can follow the steps below to access and navigate this feature!

• They are part of a team on a Business Plan.

• The team’s account is connected to one of the supported CRMs (either HubSpot or Salesforce).

• There is at least one open deal (in HubSpot) or an opportunity (in Salesforce) visible in the Deal View.

If one or more of those conditions are not met, then the Deals tab will not appear.

1. Log in to your Fathom account.

2. Navigate to the Deals tab — it’s right next to the “Alerts” tab.

3. Click on Deals to view your CRM-connected opportunities.

4. Explore the Deal View

   • The Deal View will display all current open deals along with key information such as:

     • Company Name

     • Deal Amount

     • Recent Activity

     • Stage

     • Close Date

You can also filter deals to focus on specific criteria by using the options available at the top of the Deal View:

• Sales Reps: View deals assigned to individual team members.

• Deal Status: Filter by:

  • Open Deals

  • Closed Won

  • Closed Lost

  • All Closed

• Close Date: Narrow down deals by their expected close date. Filter by:

  • Closing This Month

  • Closing This Quarter

  • Closed Last Month

  • Closed Last Quarter

You can use this view to keep track of deals and stay on top of the pipeline. If you have any questions, let us know! 😊