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 you’re a newbie or just want to sharpen your skills, we’ve got you covered. Don’t 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
🕑: 06:00 PM - 06:15 PM
Introduction
🕑: 06:15 PM - 06:20 PM
Module creating/adding users
Info: Review on creating an account or adding account to corporate account
🕑: 06:20 PM - 06:30 PM
Personal tasks and notes
Info: Creating, editing and viewing tasks and notes related to the sales agent
🕑: 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.
🕑: 07:00 PM - 07:30 PM
Contacts (Customers)
Info: Customer care, follow up, referrals, tasks for contacts/customer, notes for contacts/customers.
🕑: 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.
Event Venue & Nearby Stays
NOXTROM Digital Media, 2564 Armstrong Avenue, Windsor, Canada
CAD 0.00
