Easy to find basics, but missing examples for complex parts
When I first signed up, I was able to quickly locate the main dashboards and calling tools. Their on-screen prompts and links made navigation feel straightforward, especially during the database setup phase. I appreciated how the automatic updates just rolled in without needing extra clicks, which kept my workflow smooth. But around the time I was moving into customizing the dialer features for my specific needs, I wished there were examples or detailed guides that showed how to optimize for various workflows. I did find some scattered notes in the training sessions, but it was hard to link that directly to the software’s dashboard options. The invoicing and payment sections were easy enough to find, and the interface didn’t cause confusion. Overall, I’m mostly satisfied but I just missed that one clear resource for the more advanced steps where I needed to go beyond the basics.