Had to figure a lot on my own

Had to figure a lot on my own

The sales and pre-purchase process was partly clear but I ended up spending quite a bit of time working things out for myself. The sign-up and initial software access steps were fine, but beyond that, the process required more trial than guidance. Especially with the calling tools and their integration to the database, I found there were limited directions. The automatic updates happened unnoticed, which was good, but I had to figure how to use the dialer effectively without sufficient training. Onboarding materials were there but not thorough enough to avoid guessing. Payment and invoicing felt like the clearest part, yet even then I had to read several sections to understand recurring charges thoroughly. Overall, it was a mixed bag: some parts straightforward, but a fair amount left to my own effort to piece together to make the workflow function properly.