Easy to find info mostly, but some confusion remained
My onboarding and training experience started off well, with the initial training sessions providing clear instructions on signing up and accessing the software. The database feature was introduced early, which helped me organize client information efficiently. However, when it came to the calling tools and the dialer, I found the guidance a bit scattered. Some key functions weren’t clearly explained in the training videos, so I had to search through the software interface and documentation to figure things out. The automatic updates mostly happened seamlessly, which was great because I didn’t have to worry about maintaining the latest version manually. I did encounter a few moments where I wasn’t sure if what I found was the latest procedure, as some documentation seemed outdated. Support was helpful when I reached out, but phone waits could get long during busy hours. Overall, the onboarding process combined good training materials and useful software features, but I feel it could be improved by consolidating information better and ensuring all training resources stay current. Despite this, I felt able to get going without too many setbacks.