ended up finding what I needed after some searching
When I first started with the software and the training, I was a bit all over the place trying to find exactly where the dialer and calling tools were explained in detail. The onboarding steps seemed to jump between topics a bit, so at first I was frustrated searching in the dashboard to get to the database feature knowledge. After going through the automatic update notes a couple of times and making a few calls to support, I finally figured out that the payment and invoicing info was tucked away in a less obvious section. It was a bit of a wild goose chase, honestly. The telephonic support was okay but not immediately available at all times I preferred. Looking back, I should have kept track of the emails better because those had clues too. In the end, while I did find what I needed, it took more digging than I initially thought, which toned down the convenience factor quite a bit.