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:
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Learn the correct workflow for creating Opportunities in Aspire and understand how the Opportunities module is designed for searching and managing existing records.
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Discover how Opportunity Type and Invoice Type impact billing, renewals, and long-term account management.
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Understand which fields are required and why they are essential for creating estimates and moving Opportunities through the sales process.