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.
• Learn how Opportunity statuses update automatically based on your actions, ensuring accurate tracking throughout the sales cycle.
• See how marking an Opportunity as Won creates Work Tickets, seamlessly transitioning work from the sales team to field operations.