How much effort I had to put into figuring things out
When I first signed up, the invoicing and payment process was straightforward, but after that, a good amount of learning was needed to fully utilize the software. The onboarding training covered the basics, yet I found myself spending quite some time navigating the calling tools and dialing features independently. There were some points where the labels and terms in the database function didn’t correspond exactly with training materials, which meant trial and error on my part to truly understand them. Support was available, but I primarily relied on telephonic assistance only when I hit a problem I couldn’t resolve. Overall, I ended up piecing together a full understanding by combining the training with my personal exploration of the software and online resources. This process took effort but gave me a solid grasp of the workflow. I don’t consider this a negative because learning complex software always takes time, but it did require commitment on my part.