Finding what I needed kinda clicked after some rummaging
Hey, so I've been messing with WFHI's software lately and honestly, at first, it was a bit of a mess trying to find the exact tools or info I needed. Their database feature sounded promising but initially, I couldn’t quite locate the right dashboard or settings to fully make use of it. It felt like I was clicking here and there, and the automatic updates didn’t really point me towards any changes, so that didn’t help much. The sign-up and invoicing process were straightforward, thankfully, but figuring out how the calling tools and dialer fit into my workflow took a bit longer. I did call their support once, which was helpful but I had to explain things twice because the first time they didn’t get what I meant. Training material was decent, but I kept wondering if there was a quicker way to onboard without so much trial and error. At one point, it all clicked though - once I stumbled upon the right sequence for integrating my workflow steps with their database and dialer, things smoothed out nicely. So yeah, it started off a bit confusing but got better, though a clearer intro would have saved me some time. Just putting it out there in case anyone else feels lost at first, you’re not alone.