Easy to find some parts, but overall a mixed onboarding
When I first started with the training and onboarding, I found that some sections of the software were reasonably easy to navigate, particularly the basic dashboard features. It was pretty straightforward to access calling tools and the dialer, which worked well enough. However, I did struggle to locate more specific training modules and detailed instructions, which slowed down my initial progress. It felt like I was jumping between different parts without a clear path. The automatic updates did help keep the software fresh, but I wish the onboarding flow was more guided overall. I appreciate the help available via telephonic support, though the wait times weren’t always ideal. Signing up and managing invoices was mostly straightforward, so at least that part didn’t add any stress. On balance, the process was only partly smooth; some ease in finding essentials, but too much time lost in the details.