It finally clicked halfway through training
Honestly, I wasn't sure how to manage the dialer and database at first, and the training sessions didn't immediately make things click for me. I found myself needing to call support for clarifications more than I expected. There were moments when I felt like I'd grasped it, but hours later I’d realize I’d misunderstood something fundamental. It was tiring going back and forth between the onboarding materials and the software interface. However, around the middle of my training week, something just clicked while I was setting up the calling tools in practice. I figured out the flow of how calls connected through the dialer to the database without needing extra help. Though I’m reasonably confident now, I'd say next time I onboard, I'll probably reach out for assistance again sooner rather than later. This experience showed me that while the software is comprehensive, it isn’t always immediately intuitive. The invoicing and payment went pretty smoothly, which was one less thing to worry about. I’m hopeful further practice will make me more comfortable without constant support.