I wouldn’t do this onboarding again
My experience with the software and access procedures was frustrating because the sequence of steps didn’t feel logical to me. I was trying to get started with the calling tool and database, but the onboarding flow had me set up the database before fully understanding the dialer, which seemed backwards. This resulted in confusion about how to integrate the tools effectively for my workflow. Although there was a training resource available, it didn’t clearly explain why the process was ordered in this way, which made me hesitate at various stages. I also found that the access permissions required multiple confirmations, disrupting what could have been a smoother flow. While I acknowledge that some of this may just be the way the system works, the overall experience felt unnecessarily complicated for someone trying to begin. Taking this all into account, I’m hesitant to repeat this process as I suspect it would be just as confusing the second time around, so I would probably look for alternatives or at least be mentally prepared for more hassle.