It finally clicked when I figured out the call database setup
The training and onboarding covered many features, but I found myself struggling early on with the database and dialer integration since instructions weren’t always clear. At first, I thought I’d have to figure most aspects out myself, which was a bit overwhelming given the complexity of remote workflows. Some parts of the training felt rushed or assumed prior knowledge that I did not have. However, after spending extra time working through interface quirks and calling tools manually, I eventually understood how to leverage the database effectively. That moment when the pieces came together made the system feel usable and robust for my needs. The automatic updates helped by not disrupting my setup once I had it correctly configured. Payment and sign-up were simpler parts of the process, though I still wished the onboarding had been more supportive to reduce learning time. Generally, it did the job, but a more guided training approach would have reduced the initial moments of confusion and effort needed from me.