finding the right onboarding info was a climb
I looked back on my experience using the training and onboarding features and it was not exactly easy to find what I needed. The setup process offered a lot of materials but there wasn’t much guidance on which parts were essential and which were optional. The dialer and calling tools had some instructions buried too deep which made it hard to start using them without fiddling around. I appreciated that the database was relatively accessible and organized, which did help me get some data management done. The automatic updates sometimes disrupted my workflow unexpectedly, making me hesitant to rely on them fully. Payment and invoicing were straightforward enough once I figured out which documents to look for but that took some time. Support was available but not always prompt, which can be frustrating when you want to keep moving forward. In hindsight, the part that went best was the basic database access, but finding all the materials I needed to work confidently with the rest was more difficult than I anticipated. The training might be better with a more obvious path through it all.