I would not do this process again in this order; it was frustrating
The software and access setup process did not follow a logical or sensible order for me, which led to a lot of frustration. I started with what I assumed would be the basic onboarding but quickly realized that the necessary training materials were mixed in with advanced features like the call dialer and database access. It felt like I was missing critical steps that should have come earlier, causing repeated backtracking. The automatic updates did not install as expected, and the telephonic support would sometimes direct me to resources I had already tried without success. The invoicing system was similarly confusing at first, making it difficult to confirm payments. Given how convoluted the sequence of tasks felt, with important information scattered and support not always on point, I am doubtful I would choose to go through this process again. It seemed unnecessarily complicated and poorly organized from my perspective, which is disappointing when trying to establish a remote workflow efficiently.