i ended up feeling confident to go solo next time
The training and onboarding were pretty smooth overall. I liked how the steps were clear, and the short videos helped me understand the software features well. It took some time to adjust to the database interface since it wasn’t exactly like anything I'd used before, but the practice calls using the dialer made things click. Scoring points for having updates roll out without me having to worry about them. That said, I did get a bit stuck with one part on customizing reports during onboarding and ended up reaching out for help. The telephonic support was easy to get, and they walked me through what I needed. So, while next time I might not need to call in for every doubt, it’s good to know some assistance is there if I hit a snag again. Signing up and paying was pretty painless too, with invoices hitting my email just fine. Overall I liked it and feel like I probably won’t get stuck next time, but the initial hiccup kept it from being perfect for me.