it finally clicked after working through the onboarding videos
The training and onboarding unfolded over several sessions, starting with the basics of the dashboard navigation. Initially, I found the explanations a bit general and missed specifics on using the calling tools directly. In the next module, I worked through database setup, which had clear steps but needed some trial and error to integrate into my own workflow. Support was helpful when I called, walking me through any confusion on the technical side, especially syncing contacts without disrupting ongoing calls. The moment it really clicked was when I understood how to trigger automatic updates without losing current session data. That was a turning point, making the overall experience smoother. On the other hand, some onboarding materials jumped through instructions quickly, so I had to replay videos or request clarifications. Overall, it was a balanced experience of patience and support leading to that final understanding that made me feel competent to manage projects independently with the software.