Expected more training, ended up figuring out on my own mostly
I looked forward to the onboarding and training thinking it would be thorough. Instead, I found myself having to work out a majority of the setup tasks without much help. The training sessions were brief and general, lacking depth for specifics especially regarding integrating the database with my workflow. The materials covered basics but I needed to figure out how features like the calling tools and invoice management were supposed to fit together. There was minimal hands-on guidance, which made the process slower than I expected. I had hoped the training would address common challenges during onboarding, but much was left unexplained. On the plus side, the layout of the software is straightforward once I got the hang of it. Still, it was disappointing to spend so much time troubleshooting alone when I had anticipated more support. I ended up relying heavily on trial and error while waiting for sporadic responses from support, which was not ideal.