A Healthier Future For All¶

Pharos Capital CRM User Manual

Your team's reference guide for managing fundraising relationships, tracking LP prospects, and driving your pipeline forward.

75 Companies

162 Contacts

313 Historical Notes

96 Tags

Your data spans 2019 through 2025 — every meeting, call, and interaction your team has logged is now in one searchable system.

How This Manual Is Organized¶

Section	What You'll Find
Your CRM at a Glance	The big picture — how companies, contacts, and deals connect
Navigating the CRM	Where to click, what's where, how to search
Working with Companies	Adding and managing LP targets, consulting firms, agent firms
Working with Contacts	Adding people, linking them to companies, tracking roles
Fundraising Pipeline	Moving deals from Prospecting to Closed
Notes, Tasks & Documents	Logging interactions, setting follow-ups, attaching files
Tags & Finding Records	Using tags to categorize and filter your data
Your Daily BD Workflow	The five habits that make the CRM work
Quick Reference	Printable tables of all fields, tags, and stages
FAQ & Troubleshooting	Common questions and fixes
Admin Reference	Technical details for administrators

If you're new to the system, start here:

Set up your profile — Navigating the CRM covers user settings, notifications, and calendar sync
Explore a company — Open any record in Businesses to see the layout (Working with Companies)
Add your first note — Pick a contact you spoke with recently and log it (Notes, Tasks & Documents)
Check the pipeline — See where your deals stand (Fundraising Pipeline)

The golden rule

The CRM only works if you use it. Five minutes of data entry after every call saves hours of searching later.