Clear training, clicked during the dialer setup
The training materials were generally clear, guiding me through each step without too much complexity. Early on, some parts felt a bit generic, but as I reached the dialer setup, things really became clear for me. I understood how the calls would be made, how the database synced with it, and how to manage contacts effectively. That moment was when the onboarding truly clicked and I could see how the workflow would operate day to day. Invoicing and payment steps were explained plainly too, so there was little confusion. Some smaller details about automatic updates could have been clearer, but overall I felt prepared to use the software confidently after the training session. That clarity while setting up the call tools made it much easier to move forward smoothly.