How to Access the Deal View in Team Edition
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!
Steps to Access the Deal View
Log in
Head to fathom.video/home and log in to your account.
Go to Team Calls
Click on the Team Calls tab.
In the top-right corner, you’ll see an Open Deals section. Click View All to open the full Deal View.
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
Filtering Options
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 Deals
Close Date: Narrow down deals by their expected close date. Filter by:
Closing This Month
Closing This Quarter
Closed Last Month
Closed Last Quarter