The following will help you better manage your customers and leads in Pharos CRM.
There are 3 important things to remember about managing customers.
1. Pharos CRM works best when using Google Chrome browser or Apple Safari browser.
We do not recommend Microsoft Edge or Microsoft Internet Explorer.
2. When using your sales app if you enter or update a Customer's...
- Shipping Addresses
- Billing Addresses
You must re-enter it on CRM.
3. You may not have the ability to edit Customer Information, some agencies don’t give you access to edit customers, if you need access please contact your management team.
Start With These Tutorials