Good onboarding but missing deeper workflow guidance
The training and onboarding process delivered most of what I expected in terms of getting started with the software. The initial setup was guided fairly well, covering how to use the dialer and manage the database effectively. However, I found that there was not enough detail on integrating these tools into more complex daily workflows that I deal with. For instance, the training touched upon calling features and updating records but did not go deep into leveraging automation features or customizing the dashboard according to specific use cases. Moreover, while telephonic support was available, it didn’t always provide thorough step-by-step advice for more advanced queries. Sign-up and invoicing were straightforward, so I didn’t experience issues there. Overall, the onboarding matched my expectations for basic operation but left me wanting more advanced coverage within the training content to fully optimize my setup. I would say it’s adequate for newcomers but might not satisfy users looking for in-depth workflow optimization from the start.