Finally got it after a bit of a hunt
The moment it clicked was actually a relief because before that, I was quite lost. The training material was mostly in place but finding the specific section I needed took some digging around. There was a vague idea where to look but the organization wasn’t super clear initially. I wouldn’t say the whole onboarding was frustrating, though. It just required more patience than expected to navigate through the modules and the software itself felt like it had a few hidden corners. The calling tools and dialer setup instructions were decent, but integrating them with the database took a few attempts. On the bright side, once I figured out the right steps, everything finally synced smoothly and the automatic updates didn’t interrupt the workflow much. The invoice and payment process was straightforward, which helped reduce some pressure. So, while I didn’t find everything easy at first, the moment I found my way around was satisfying, even if it took a little longer than I hoped.