Helped when the workflow features finally clicked
I found the sales and pre-purchase information provided was enough to get started but didn’t answer every question I had, so some parts I had to work out myself about how the software's database would mesh with my workflow. For example, the dialer tools only started making sense after I had used them for a few days alongside the ongoing automatic updates. The moment it clicked was when I realized how to organize contact information efficiently within the system and how the calling tools could speed up follow-ups. I did wish the initial information included more examples of practical uses to reduce the trial and error time. Still, once I understood the setup, I was able to get a real grip on managing my remote workflow effectively. It's mostly positive, but I think early guidance could be a bit clearer, so I rate it four stars overall.