Get ready for another Back 2 Basics Webinar to brush your skills

Mastering Opportunities: Contracts vs Work Orders

Our next Back 2 Basics webinar is designed to help you master the core of Aspire’s sales engine: Opportunities. We’ll deep-dive into how the module is built, why certain workflows matter, and how to prevent downstream billing headaches.

🗓️ Date: July 8th, 2026

⏱️ Time: 11:00 AM PST

What you’ll learn:

• Learn the correct workflow for creating Opportunities in Aspire and understand how the Opportunities module is designed for searching and managing existing records.

• Discover how Opportunity Type and Invoice Type impact billing, renewals, and long-term account management.

• Understand which fields are required and why they are essential for creating estimates and moving Opportunities through the sales process.