Clear on the invoicing but unclear on the dialer setup
The way the invoicing process was explained was quite clear, with step-by-step details that helped me understand how payments and billing cycles work. However, when it came to setting up the dialer tool for the calling workflow, things weren't as straightforward. The onboarding documents mentioned the dialer but lacked detail on its integration with the database feature. I found myself unsure about how calls would be logged automatically and if updates would disrupt the workflow. That said, the training sessions did eventually clarify some of these points, although not as early as I would have preferred. In summary, the sales information made one part easy to understand but left enough ambiguity around some practical tools that I think could be improved.