It finally clicked after some fumbling around
Initially I found the sign-up and pre-purchase steps a bit more drawn out than I had expected. I spent some time just trying to figure out all the parts involved in getting started, like how the training modules connected with the software tools, and where exactly the dialer feature was located within the system. It felt like the interface scattered certain sections in places I didn’t anticipate. After a couple of days of going back and forth, however, the overall flow began to make sense. I realized that the onboarding videos provided context for those features that initially felt disconnected, and actually made the software much easier to use once I got the hang of it. That moment when you finally click everything into place happened for me somewhere around the middle of the first week. It was a bit frustrating before that, but once I understood how the database feature fits into daily tasks, I started to navigate much more smoothly. In retrospect, I think having more upfront guidance during sign-up might have sped things up considerably.