CRM Workshop - BaseOneCRM Workshop
Schedule
Thu May 28 2026 at 06:00 pm to 08:00 pm
UTC-04:00Location
NOXTROM Digital Media | Windsor, ON
About this Event
Join Us for the CRM Workshop - BaseOneCRM Workshop!
Ready to boost your CRM skills? Come hang out at NOXTROM Digital Media on May 28, 2026 at 6:00 PM (Eastern Time). This in-person event is perfect for anyone looking to get hands-on with BaseOneCRM in a relaxed, friendly setting. Whether youโre a newbie or just want to sharpen your skills, weโve got you covered. Donโt miss out on this chance to learn, connect, and have fun!
BaseOneCRM is a Customer Relationsihp Management System made available by the Windsor Business Hub Network. Visit https://WindsorBusinessHub.com for more information.
Agenda
๐: 06:00 PM - 06:15 PM
Introduction
๐: 06:15 PM - 06:20 PM
Module creating/adding users
Info: Review on creating an account or adding account to corporate account
๐: 06:20 PM - 06:30 PM
Personal tasks and notes
Info: Creating, editing and viewing tasks and notes related to the sales agent
๐: 06:30 PM - 07:00 PM
Leads (Prospects)
Info: Creating lead record, update sales cycle for lead, sales process, tasks for leads, notes for leads, conversion.
๐: 07:00 PM - 07:30 PM
Contacts (Customers)
Info: Customer care, follow up, referrals, tasks for contacts/customer, notes for contacts/customers.
๐: 07:30 PM - 08:00 PM
Viewing Sales department sales flow status
Info: Check sales cycle, check customer care cycle, checking department sales process status.
Where is it happening?
NOXTROM Digital Media, 2564 Armstrong Avenue, Windsor, CanadaEvent Location & Nearby Stays:
CAD 0.00


















