Felt mostly logical but some steps seemed oddly placed
The training and onboarding process felt mostly logical to me, which is why I rate it four stars. The steps followed a clear sequence starting from basic software access to configuring calling tools and database features. However, one thing that felt slightly off was the order they introduced the dialer before diving deep into the database management part. To me, it made more sense to familiarize users with organizing contacts and workflows before jumping into calling. This felt like a minor irritation more than a major problem though. The sign-up and invoicing experience was straightforward with no surprises. I'd say the overall flow sets you up quite well but could be a bit more intuitive if the sequence was tweaked. Still, I got through the training without major issues but did note this point to keep in mind.