I figured out what worked best for my needs
When I first explored the sales and pre-purchase materials provided by the platform, I realized pretty quickly that the guidance wasn't the push-button kind. I had to spend some time understanding the options and figuring out what features would suit my workflows. It wasn’t a hand-holding process, but that actually turned out to be a positive because it encouraged me to explore the software more deeply. As a result, I ended up tailoring the settings in a way that best matched my way of working rather than just following a preset path. While initial onboarding gave me the basics, the rest was up to me to discover and adapt as per my remote workflow needs. This self-driven approach meant I could move at my own pace and took away the pressure often felt during sales pitches. The sign-up and invoicing went smoothly without unnecessary steps. Overall, by the time I completed the setup, I felt confident using the calling tools and database features, which didn’t overwhelm me because I’d had to put in the effort myself. So, the outcome is that I’m comfortably managing my remote functions and feel the process empowered me rather than restricted me.