Helpful call tips stood out despite mixed step order
The onboarding steps were mostly logical, but a few felt out of sequence which made me wonder if there could be a more streamlined approach. For instance, training on using the call dialer came right after signing up, before I had fully set up the database feature that the calls would rely on. I liked how the software allowed me to go back and forth between modules, though, which helped me fix that. One standout aspect was how clear the call management tips were during training — they really boosted my confidence to make effective calls remotely. Even with the order issues, the overall experience was manageable because the support team and automatic updates kept things running smoothly as I progressed. For someone who appreciates a bit of flexibility while onboarding but needs clear guidance on phone workflows, this would work well. Some tweaking to the step sequence might improve the flow, but the effective call training remains a strong positive in the overall package.