Getting onboarded took some figuring out
The training provided by the service was generally good, but I ended up having to figure out a lot on my own. The onboarding materials covered the basics, but I found myself needing to explore the software to understand how some features, such as the dialer and database integration, actually functioned day to day. The onboarding flow wasn’t confusing, but it definitely left room for additional self-directed learning. I appreciated that the automatic updates kept the software current without interrupting workflow, but there was no detailed walkthrough on what new features were added after those updates. I also noticed that the training didn’t deeply explain how to manage contact data within the system or how best to combine the calling tools with the database for efficient use. Overall, I would say the setup required patience and a bit of trial and error, with the majority of learning happening outside the official training materials. It wasn't difficult, just that you need to be prepared to put in some independent work alongside formal instruction.